The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Category: Forum Q&A
FSA Investment Morning Briefing Hong Kong 2019
FSA presents photo highlights of the event, held on 24 October 2019 at the Island Shangri-La Hotel in Hong Kong.
Video: Hermes IM on multi-asset investing
Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.
Video: Aviva Investors on multi-asset investing
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.
Video: Vanguard Investments on return assumptions
Although the outlook for return assumptions across asset classes has been lowered, Vanguard product specialist Andy Ng identifies specific opportunities.
Video: TT International on China equities
Look for opportunities in China’s domestic consumption space, says portfolio manager Marco Li.
Video: FSA Investment Forum Singapore 2019
FSA presents video highlights of the Investment Forum Singapore on 22 October at the Park Royal on Pickering in Singapore
Video: BNY Mellon IM on income investing
Charles Martin, portfolio specialist BNY Mellon affiliate Insight Investment, discusses global short-dated high yield investing.
FSA Investment Forum Singapore 2019
FSA presents photo highlights of the Investment Forum Singapore held on 22 October 2019 at the Park Royal on Pickering in Singapore.
VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS
Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.
