The upside for global equities markets has become weaker in the long-term as global growth has peaked, according to Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T Rowe Price.
Category: Asset Class in Focus
OMGI: Asian equity picks for 2018
Infrastructure in India, curbing pollution in China, and specific smaller tech companies are the most promising investment opportunities in Asia, argues Joshua Crabb, head of Asian equities at OMGI.
Fixed income fixation continues in HK
Hong Kong’s mutual funds assets are up 17% over the past year, driven by a rise in the number and assets of fixed income funds, according to the SFC’s latest quarterly report.
Value Partners: Hunt for lesser-known bond issuers
Positioning for 2018, Value Partners has taken an overweight in bonds of under-researched Chinese small banks with a credit rating of B and below.
East Capital bets on sustainability in China
Environmental and clean-technology companies in China are likely to be good bets as Chinese authorities increase spending to address alarming environmental problems, according to East Capital.
Deflation a continuous risk for Japan equities
Investors should keep an eye on deflation, which is one of the biggest investment risks to Japan’s equity market, according to Akira Fuse, Tokyo-based investment specialist for Japan equities at Capital Group.
Citi PB: Making it on the focus list is difficult
A majority of client assets go to just a handful of funds that are marketed by private banks at a given point in time, according to Roger Bacon, Citi Private Bank’s head of investments for Asia-Pacific.
UBS: More small steps up for equities in 2018
The low volatility environment is expected to continue next year, which should support global equities more than fixed income instruments, according to Erin Browne, UBS Asset management’s New York-based head of asset allocation.
Pinebridge: India equity overweight in 2018
Government reforms in India have “unlocked growth” and are driving a strong case for equity investment, though there are some caveats, said Sunny Ng, portfolio manager at Pinebridge Investments.
NN IP sees EM debt on a strong footing
Economic growth, undervalued currencies and stable to higher commodity prices position EMD well against potential headwinds, according to Marcelo Assalin, head of emerging markets debt.
