Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
Category: Asset managers
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.
McKinsey: Asset management to see explosive change
McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.
China should brace for US election fallout, say AMs
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
Manulife AM: Commodity stocks sending signals
Kai Kong Chay, Greater China equities senior portfolio manager, said he is selectively buying cyclical Chinese commodity stocks.
JPM AM: Yield can be found
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
UBS AM says Tencent story only beginning
The example of Tencent shows that expensive valuation and great performance can co-exist, said Bin Shi, China equities strategies lead portfolio manager at UBS Asset Management.
