High returns, low correlations and index inclusion should attract foreign flows into China Government Bonds (CGBs), says Fidelity’s Asia CIO.
Category: Asset Class in Focus
Thai investors bet on China equities in Q3
Inflows toward China funds have made UBS AM to be the third largest master fund firm in Thailand, according to a Morningstar report.
BNPP AM’s ESG thematic AUM nearly doubles
The firm’s water and energy transition strategies continue to be popular among investors globally.
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.
Are European equities set to rise?
Sky-high tech stock valuations in the US are making investors nervous.
Not so ‘sexy’ companies outperform in Asean
While the market is not dominated by tech leaders, investors can find growth opportunities in underpenetrated sectors, such as the consumer space.
China equities buttressed by tech theme
Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Indosuez WM tips CGBs as safe haven
US exceptionalism is coming to an end, so global investors must find new stable stores of value, according to Indosuez’s Asia head of capital markets.
GAM puts faith in digital tech
The post-coronavirus world is a powerful opportunity for the disruptive technology asset class, says GAM Investments.
UBS Wealth hits sustainable investment milestone
UBS now recommends sustainable over traditional investments for its private clients, and has seen sharp growth in ESG allocations in APAC.
