Push aside concerns about grave threats to China’s economy, it is going to do well in 2017, according to Sean Taylor, chief investment officer for Apac at Deutsche Asset Management.
Category: Asset managers
Pictet says avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
GSAM: Hedge fund closures reduce fees
Robert Mullane, managing director in the alternative investments and manager selection group at Goldman Sachs Asset Management, discusses hedge fund fees and his fund of funds strategy.
GSAM: Volatility will rock corporate credit
Stronger volatility is coming and credit risks are not properly priced into the market due to investors chasing yield, said Jonathan Xiong, head of the fixed income alternatives group at Goldman Sachs Asset Management.
Impax AM sees Asia environmental opportunities
But the lack of clarity on environmental issues from the new US president means a growth outlook for environment-themed investing is difficult, said Ian Simm, Impax Asset Management’s London-based CEO.
2017 should be good for EM equities: Eastspring, Schroders
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
Goldman Sachs AM defends global REITs
Higher interest rates do not impact real estate investment trust (REIT) fundamentals over the long term, unlike other bond proxies, said Goldman Sachs Asset Management’s Hong Kong-based portfolio manager Frankie Lee.
Deutsche AM: China’s A-shares now in the spotlight
Sean Taylor, CIO Asia Pacific for Deutsche Asset Management, reveals his views on China equities for 2017.
Swan positive on Asian equities in 2017
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.