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.
Category: Asset Class in Focus
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.
Emerging market debt: A key component in the search for yield
With government bonds looking less attractive, investors may consider expanding their fixed income horizons beyond the developed world in the search for yield, said Jack Lin, head of Asia-Pacific, Middle East & Africa at Pioneer Investments.
The rise and rise of Asia’s consumers
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Multi-asset strategies for uncertain times
A diversified multi-asset strategy can help investors mitigate increasing market volatility, according to Valentijn van Nieuwenhuijzen, head of multi-asset at NN Investment Partners.
ETF investors cashing in on oil recovery
With November’s planned production cut by the Organisation of Petroleum Exporting Countries (OPEC), global investors have sold down leveraged oil and moved to short the commodity.
Reits appeal as an income product to fade
Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A New Approach to Multi-Asset Investing
In today’s low yield environment, traditional approaches to asset allocation may fail to provide adequate returns and may not protect investor portfolios in critical phases. The need to build more genuinely diversified portfolios is essential to enhance returns and protect against excessive drawdowns. In essence, a new approach to multi-asset investing is needed.
