With signs of a further steady pick-up in global economic activity, we consider the next steps of the world’s central banks and what this means for fixed income investors over the coming months and years.
Category: Asset Class in Focus
Q&A: The risk and reward of European small cap investing
Small cap equities had five fold returns over the last 16 years, far ahead of large cap performance, according to Andrew Paisley, manager of Standard Life Investments European Smaller Companies Fund.
Matthews Asia: Why Asian high-yield debt could shine
Selective opportunities in Asian high-yield could deliver attractive risk-adjusted returns, even amid rising US interest rates, argues Teresa Kong, portfolio manager at Matthews Asia.
NNIP: EM momentum to continue
EM debt should perform well despite rising US bond yields and a stronger dollar, argues Marcelo Assalin, head of emerging market debt at NN Investment Partners.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
FE Advisory Asia Portfolio review – January 2017
This month FSA looks at the growth portfolio, which was up in January. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Unleashing the potential of emerging markets
Emerging markets need to offer investors stable economies, guided by predictable policymaking, while local laws need to offer a stable, consistent framework for competition, argues Jack Lin, head of Asia-Pacific, Middle East and Africa at Pioneer Investments.
Mainland investors rush to Hong Kong stocks
Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Gold outlook positive in 2017’s new reality
A new US president and key European elections may create strong volatility in 2017. How will the price of gold fare? George Milling-Stanley, head of gold strategy at State Street Global Advisors, provides his views.
FE Advisory Asia Portfolio review – December 2016
The firm’s cautious portfolio was up in December and recorded a modest gain for the full year. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
