The firm is also positive on India equities, an asset class other investment managers have recently snubbed.
Category: Asset managers
BNPP AM: don’t expect high returns in EM mixed-asset
Mixed-asset funds don’t necessarily keep up when equity markets are rallying, according to Colin Graham, BNP Paribas Asset Management’s chief investment officer and head of active asset allocation multi-asset solutions.
Deutsche AM: Hot Asian equities have room to run
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia-Pacific chief investment officer.
JP Morgan: Asian equities heading for correction
History indicates that a market correction in Asian equities is likely, within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
Manulife AM favours ‘new China’ equities
Earnings recovery and structural reforms in China will benefit consumer-oriented sectors, argues Chay Kai Kong, managing director and senior portfolio manager for Greater China equities at Manulife AM.
Things to watch for in asset management M&A
Asset management firms don’t typically include cultural fit as part of their due diligence process when entering into an M&A deal, according to industry sources.
BNPP AM likes the other emerging markets
Asia is the least interesting geography for sovereign fixed income, according to Bryan Carter, BNP Paribas Asset Management’s London-based head of emerging market fixed income.
Asia AMs: regional capabilities are key to global success
Developing regional investment capabilities is the key for Asian fund managers to compete globally, according to CEOs of fund management firms who spoke during Fund Forum Asia in Hong Kong last month.
Deutsche AM joins China optimists
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.
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.
