Schroders’ Dorian Carrell addresses the limitations of 60/40
Dorian Carrell, head of multi-asset income at Schroders, bases his balanced strategy on three pillars.
Asset managers
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Nikko AM positive on Asian government bonds
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide…
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A more shareholder friendly Japan
Driving interest in Japanese equities are apparent corporate cultural changes that include a movement toward increased dividends and share buybacks, which could lead to a long-term re-rating of Japan.
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Bearish on China fixed income
Government figures don’t reflect the true economic slowdown, which is closer to 5%, and more defaults may occur than in the past, according to Nicolo Carpaneda, investment specialist at M&G Investments.
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Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
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HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
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Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
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Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
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Nikko AM on ASEAN framework
The ASEAN collective investment scheme framework presents certain implementation challenges for fund houses, according to Phillip Yeo, head of product management and development at Nikko Asset Management Asia.
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Global high yield bonds to remain attractive – Robeco
Global high yield bonds are likely to remain attractive due to a low interest environment that is expected to continue, according to David Hawa, client portfolio manager, fixed income, at Robeco.
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EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
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Talking fund distribution with Aberdeen AM
Aberdeen Asset Management’s recent acquisition of Scottish Widows Investment Partnership, and the company’s unwavering focus on market growth, are keeping Abdereen head of business development Nicholas Shaw busy.
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Fund Manager Profile of Mark Mobius
Veteran fund manager Mark Mobius must be one of the most travelled people on the planet, clocking up over 250 days a year on the move, aged 74, and he shows no signs of slowing down.