Encouraging growth prospects make emerging market equities more attractive than those in developed markets, argues James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Category: Asset Class in Focus
Asia’s fund selectors turn to alternatives
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
Does Catalonia raise EU risk?
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
Invesco: India’s lenders gain from retail finance
The evolution in the use of personal credit is driving India’s financial sector, according to Shekhar Sambhshivan, investment director at Invesco Asset Management.
The elusive bond market shock
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.
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.
