The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Category: Asset Class in Focus
Smart-beta a `marketing dream’ for asset managers
Investors should be aware of the return drivers of smart-beta products as the criteria that managers use to build these portfolios may be unsophisticated, according to Joel Coverdale, Hong Kong-based managing director for Asia-Pacific at risk management firm Axioma.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
A PE-type approach to buying listed small caps
European small caps with some family ownership that drop sharply in price are the focus of Quaero Capital’s fund, according to Marc Saint John Webb, a partner at the Geneva-based firm.
Citi: Clients taking beta off the table
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
Have investors become too relaxed?
The low volatility environment in global equity markets doesn’t necessarily mean investors have become complacent, argues Hui Tai, JP Morgan Asset Management’s managing director and Asia chief market strategist.
What to avoid when investing in Europe
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
A hedge play on divergent economic recoveries
GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
The myth of ESG outperformance
Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.
BNPP WM: HNWI clients should allocate to alts
Valuations of traditional asset classes have become expensive, and diversifying with alternative assets can still be done relatively cheap, according to industry sources.
