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.
Category: Asset managers
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.
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.
