Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Category: Asset Class in Focus
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.
HKIFA sees equity fund comeback in 2017
Fixed income inflows turned positive in 2016, but the Hong Kong Investment Funds Association is optimistic about equity funds in the first half.
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.
