UBS Wealth Management’s bubble index shows London and Hong Kong at the highest risk globally for a housing market bubble.
Category: Asset Class in Focus
Asia selectors tilt toward Europe
Asia-based fund selectors overwhelmingly hold a strong preference for European equities, according to a survey at FSA’s investment forums in Hong Kong and Singapore.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
Staying a step ahead with sector investing
Sector investing through ETFs provides more targeted exposure than growth and style investing, without the risk level of single stocks.
Market `underestimates’ SDR basket inclusion
The RMB fixed income market will benefit if the IMF puts China’s currency in the Special Drawing Rights basket of reserve currencies, according to Raymond Gui, portfolio manager at Income Partners.
Rate cuts help Chinese Real Estate, but risk remains
The Chinese real estate market should improve in the fourth quarter, following a series of interest rate cuts, sources said.
Interest turns to China’s new economy plays
As China’s economy slows, fund houses are betting on growth opportunities in the emerging consumption and services economy.
Brazil’s troubles hit equity funds
Political and fiscal turmoil has sent Brazil-focused funds into negative territory, data from FE Analytics shows.
Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
