Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
Category: Asset managers
A look at T Rowe’s tactical bond fund
The product’s defensive hedges were its largest alpha contributors during the first quarter.
A look at BNPP’s concentrated China fund
The coronavirus appears to have passed peak infection in China, according to the fund manager, who explains her strategy and how China’s ‘transformative’ companies have been an alpha source.
Asia credit finds favour in down market
Cheap relative valuations, technical factors and regional policy actions support Asian corporate bonds, according to experts.
The ups and downs of operating in Taiwan
Thirty offshore funds were liquidated last year, including 12 from Jupiter AM, which decided to exit the market.
Mirae Asset targets investors in Vietnam
Other plans include offering its globally-listed ETFs to investors in Southeast Asia.
EM to outperform the US, TT International says
The firm is also positive on India equities, an asset class other investment managers have recently snubbed.
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.
