2018 could be a break-out year for China, as the country’s economy is propelled by rising consumption, according to Rick Lacaille, global CIO of SSGA.

2018 could be a break-out year for China, as the country’s economy is propelled by rising consumption, according to Rick Lacaille, global CIO of SSGA.
Unigestion’s quant fund aims to put right exactly what investors have found to be wrong with hedge funds – lack of liquidity and transparency and high fees and low performance, according to Joan Lee, vice president and investment manager for cross-assets solutions at the boutique fund house.
Over the past four years, some mainland asset managers launched products in New York and London. How have they done?
Southeast Asia equities will likely be buoyed by economic growth in 2018, but real estate developers in the sub-region have hit the performance of the Fidelity Asean Fund, managed by Gillian Kwek.
Asia’s robust corporate earnings and continuing reform in key markets are expected to lift stock prices in 2018, said Andrew Swan, head of Asian and global emerging market equities at Blackrock.
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
ESG is a nice conversation to have with clients, but challenging to implement, said Cynthia Lai, JP Morgan Wealth Management’s new executive director of managed solutions.
Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Part of the Mark Allen Group.