Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
Category: Asset Class in Focus
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Grow with Singlife partners with AllianzGI for SGD income fund
The multi-asset fund invests in a range of global asset classes to generate long-term income and capital growth with less volatility.
Bank of Japan’s rate hike signals ’new horizon’ for Japanese equities
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.
