Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
Category: Asset managers
LO believes EM equities set for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, said Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Asset managers weigh in on Brexit outcome
Opinions from Vontobel, Manulife AM, Pictet AM and JP Morgan AM say a Brexit is unlikely. But just in case…they join in the flood of forecasts on what happens after a leave vote.
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
Pinebridge sees tech transfer driving Asian equities
Higher-end manufacturing and tech innovation are what to look for in China, India and Southeast Asia, according to the firm.
Don’t expect a China-led commodities rebound: GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
HSBC GAM bullish on China’s IT sector
The firm expects that China’s development plan for the next five years will benefit the the IT sector.
UBS GAM bullish on Real Estate
The global real estate sector is poised to receive more capital inflows amid an environment of moderate growth and low interest rates, according to Satyan Sanghrajka, head of business development for Asia Pacific.
Fidelity: Stay calm, do nothing
The best advice to give investors looking at the carnage in world financial markets, which on Monday saw their sharpest falls since the global financial crisis, is to do nothing, according to Dominic Rossi of Fidelity Worldwide Investment.
