After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Category: Industry views
Fullerton to expand WFOE business
The Singapore-headquartered firm is looking at adding more investment staff and obtaining a QDLP licence.
ASI sets Apac growth plan
Two years after a mega merger, ASI is still light in Asia. Andrew Hendry, head of Apac distribution, explains growth plans in Apac, where he says the industry is starting to change dramatically.
JPMAM finds value in emerging market dividends
Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Citi calls for cautious risk-on in 2019
A symbol for 2019 markets is not a charging bull, but maybe a strolling one. Julie Koo, managing director and head of Citi’s private bank investment management sales, explains.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
Robos face headwinds in Hong Kong
Hong Kong-based 8 Securities is preparing to launch a new robo-advisory platform, but investor education efforts are sorely needed.
Bullish Invesco positions bond fund for trade deal
A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
Pictet WM eyes Indonesia, China clients
The firm also claims that its pure discretionary business in Asia is higher than the average in the region, according to Claude Haberer, equity partner and CEO for Asia-Pacific.
Allianz joins the Asian high yield chorus
Last year’s economic headwinds have turned into tailwinds since the start of the year and will support Asian credit, argues Allianz Global Investors’ David Tan.
