EM currencies are undervalued, but generally fixed income portfolios are tilted toward defensive positions, said James Blair, fixed income investment director.
Category: Industry views
Video: Value Partners on Asia equities
Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.
Robeco’s consumer pivot to India
Ecommerce in China has disrupted traditional consumer distribution, but India is a different story.
Video: TT International on Asian equities
Duncan Robertson, portfolio manager of Asia ex-Japan equities, has gone underweight technology due to the business cycle.
BNPP AM aims for new client segment in Malaysia
The firm is in discussions with a local asset manager to white-label its products for retail and wholesale clients.
Value Partners set to launch Asia innovation fund
The fund will focus on undervalued stocks of companies that are believed to be transforming their sectors.
Multi-asset with a value tilt
JO Hambro has joined the parade of multi-asset products in Asia with an income fund targeting a 5% distribution.
Finisterre EM bond fund’s tactical de-risking
Despite a 25% cash position and holdings in scandal-ridden 1MDB and Esal, the fund has so far fared better than the category average.
Gam moves to limit bond fallout in Asia
Asia head Rossen Djounov explains Asia-Pac damage control, lessons learned and the firm’s regional plans.
No ESG plan would be ‘suicidal’
Amundi and BNP Paribas AM aim to integrate ESG factors across all products, and Willis Towers Watson expects more firms to follow – or lose business.
