The hedge fund industry is under strong competitive pressure to change, yet managers remain generally optimistic, according to a survey from State Street.
Category: Asset Class in Focus
Strong tailwinds for India fixed income
Indian bonds ended 2014 on a strong note, continuing upward momentum into 2015. HSBC Global Asset Management believes that falling interest rates, a newly elected reform-minded government, credible central bank and lower oil prices are all positive developments for this market going forward.
Asia reforms go far beyond cutting red tape
Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
Oil on track for long, slow burn before recovery
Analysts seem to be coming to a consensus that the price of oil will follow something like a backward checkmark trajectory, which calls for a very selective investment focus.
VAM Funds taps China’s clean energy sector
VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
One way to play rising rates
A high yield product that links to the LIBOR rate could be a suitable way to play the next act of the interest rate saga, according to M&G Investments.
Continuing euro slide to boost equity appeal
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
