Emerging market instability is sending jitters through the industry and even spooked the US Federal Reserve from raising interest rates in September.
Category: Asset Class in Focus
Neuberger Berman opens Asian debt fund
Neuberger Berman is looking to capitalise on liquidity in the Asian debt space with the launch of a flexible fixed income mandate.
Matthews Asia’s latest fund to target Asian high yield
Active with immediate effect, the Matthews Asia Credit Opportunities Fund will seek a diverse range of income-generating openings across the Asian continent.
Glencore’s shaky state unsettles resource funds
Mining and resource funds are coming under pressure after industry players assaulted Glencore’s share price on 28 September 2015.
Morningstar reveals China onshore fund bets
The Stock Connect and Mutual Recognition of Funds initiatives have prompted the research firm to issue calls on China’s onshore funds through a China “best ideas” list.
Rate hike still likely this year: fund houses
The Federal Reserve’s positive outlook for the US economy and for the unemployment rate suggests an interest rate hike is still highly possible this year, according to several fund managers.
Are currency funds set for a comeback?
Commodity trading advisor (CTA) strategies should benefit if market volatility remains high for a sustained period, and currency-focused funds are a particularly good bet, argues Harmen Overdijk, managing partner at Hong Kong-based Caidao Wealth.
PineBridge bets on bank loans and EM corporate bonds
The shine on bank loans and emerging market corporate bonds as asset classes is returning amid a shifting interest rate environment, Steven Oh, MD and global head of credit and fixed income for PineBridge Investments, said in a research note.
Matthews Asia: China’s consumption story continues
The recent rout in China’s A-shares does not reflect economic fundamentals, said Andy Rothman, investment strategist, as the country’s consumption remains healthy.
Weak bank lending an opportunity for asset financing
With lending activities of UK banks yet to recover to pre-crisis levels, direct lending as an investment strategy fills a financing gap, said Craig Reeves, founder of Prestige Asset Distribution.
