Barings believes that private lending is demonstrating some of the best returns in years.
Category: Asset Class in Focus
Japanese equities – Under-owned and underrated, time to play catch-up!
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors makes the case for Japan.
What is going on with high yield?
Practically every asset manager is underweight high yield at the moment because of the recession risk, but spreads continue to narrow.
Invesco offers Japanese investors access to five US-listed ETFs
The investment adviser is expaning the reach of the its ETF and indexed strategies business in Japan.
Impax Asset Manager names new HK-based portfolio manager
Manish Bishnoi will be joining as a co-portfolio manager of the firm’s environmental and opportunities strategies in Asia.
Pictet WM remains underweight equities
The Geneva-headquartered wealth manager also said that investors should be selective when it comes to fixed income.
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
Fund managers’ faith in Chinese equities evaporates – survey
According to the influential Bank of America survey, only 5% of fund managers now have an overweight position in Chinese equities.
European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.
UOBAM launches Vietnamese equities fund
The United Vietnam Equities fund will be run out of UOBAM’s office in Ho Chi Minh City.
