Fixed income inflows turned positive in 2016, but the Hong Kong Investment Funds Association is optimistic about equity funds in the first half.
Category: Asset Class in Focus
5 investment themes for 2017
Monica Defend, head of global asset allocation research at Pioneer Investments, sees a dynamic scenario for 2017 and describes major investment themes that will characterise the year.
Investing in Asian bond markets
Fast growing volumes, liquidity and diversity provide more options for regional investors, argues Clifford Lau, head of fixed income for Asia-Pacific at Columbia Threadneedle Investments.
PE exposure rises slow and steady
Family offices and HNWIs are increasingly investing in private equity, according to Preqin.
Blackrock: Asia and EM equities are `winners’
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
How Does Strategic Allocation to Gold Improve Performance?
Robin Tsui, ETF Gold Specialist at State Street Global Advisors, explains the benefits of gold exposure in the portfolio.
Getting a grip on volatility
The past decade was a lesson in how volatile equity markets can inflict drawdowns that badly hurt investors’ capital. This year has been no different, with markets see-sawing under the influence of factors as diverse as the Federal Reserve’s interest rate policy, Brexit, instability in the Middle East and the recent US presidential election.
Emerging market debt: A key component in the search for yield
With government bonds looking less attractive, investors may consider expanding their fixed income horizons beyond the developed world in the search for yield, said Jack Lin, head of Asia-Pacific, Middle East & Africa at Pioneer Investments.
The rise and rise of Asia’s consumers
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Multi-asset strategies for uncertain times
A diversified multi-asset strategy can help investors mitigate increasing market volatility, according to Valentijn van Nieuwenhuijzen, head of multi-asset at NN Investment Partners.
