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.
Category: Asset managers
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.
China equities still reasonable HSBC GAM
A series of monetary easing measures coupled with the launch of the Stock Connect in November last year has led to a sharp surge in mainland equities. The overheating in the market has led to several fund houses warn about a correction. Morgan Stanley Investment Management recently cautioned on a likely bubble in the onshore market. Friday, […]
Nikko AM positive on Asian government bonds
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide […]
A more shareholder friendly Japan
Driving interest in Japanese equities are apparent corporate cultural changes that include a movement toward increased dividends and share buybacks, which could lead to a long-term re-rating of Japan.
