Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Category: Asset Class in Focus
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Fidelity launches an all-cap strategy in Asia
The fund managers expect to find uncorrelated, diversified opportunities across the range of market cap stocks.
Morningstar sees a structural shift in Asean investment landscape
New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
Manulife IM hires Calvin Lim as alts specialist in Singapore
The asset manager has tapped Bank of Singapore to grow its alternatives business.
