As part of our Spotlight On: Innovation, Fund Selector Asia spoke to our partners over a two-part series. This is part one, where we look at Identifying Major Themes.
Category: Asset Class in Focus
Invesco finds opportunities in European small-caps
Invesco’s Continental European Small Cap Equity strategy aims to tap into European small caps with proven track records of delivering strong returns.
Spotlight On: Innovation
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
China gives Southbound Bond Connect the go-ahead
Mainland investors will be allowed to trade offshore debt through Hong Kong as a result of the new development in the scheme.
Invesco warns of risks in Chinese equities
Investors should be aware of risks in several sectors in China related to recent regulatory policies and the slowing economy, according to Invesco.
Robeco targets next wave of digital adopters
The asset manager’s new fund aims to capture the massive wave of internet adoption in emerging markets (EM).
UBP stays overweight on equities
While remaining overweight in the equity space, those companies with high quality earnings and strong growth should outperform, says Union Bancaire Privée (UBP).
China poised for slower growth
Rising inflation and supply chain disruption stemming from Covid-19 will lead to slower than expected growth in China in the short term, according to BNP Paribas.
HSBC AM makes alts push with new real estate team
A new direct real estate team at HSBC Asset Management (HSBC AM) is part of the bank’s strategy to build out its alternatives business across Apac.
Asian high yield on path to ESG upgrades
Despite their relatively lower rating today, real estate companies are on an upward ESG trajectory in Asia’s bond market, argues Haitong International (Haitong) and Tabula Investment Management (Tabula).
