The iShares ETF listing on the Hong Kong Stock Exchange follows the relaxation of the master-feeder regime late last year.
Category: Asset Class in Focus
Pictet WM recommends endowment-style portfolios
Declining future sovereign bond returns mean that investors should raise allocations to alternative asset classes, according to Pictet Wealth Management (WM).
A look at Neuberger Berman’s 5G strategy
Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
Loomis Sayles backs Asian credit
Strong fundamental and technical factors should support Asian fixed income as the region emerges from Covid-19 lockdowns, according to Loomis Sayles, a Natixis IM affiliate.
BNPP AM rolls out long short environmental strategy
The managers of the strategy are also responsible for the firm’s Energy Transition Fund, which was previously a strategy focusing on oil and gas.
Chinese investors snub bond, money market funds
Meanwhile, newly launched equity funds have continued to attract assets from investors.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
US housing shows resilience amid uncertainty
A surge in demand from US homebuyers has shaken off concerns over the impact of Covid-19 on housing and land development. Tapping this opportunity requires market experience and the right relationships, say senior executives at Walton.
Matthews China maintains top ranking
China funds with small-cap mandates have performed better than indices and funds weighted with Chinese tech giants during this year’s Covid-19 induced market volatility.
When seven heads become one fund
Assets of Capital Group’s New Economy Fund is divided into seven sleeves, each managed by a different person, but how will that affect the fund’s performance?