Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
Category: Industry views
UBP targets smaller IAM partners in Asia
The Geneva-headquartered bank aims to grow its external asset manager business to 5% of total AUM in Asia over the next few years, said Benoit Barbereau, the bank’s head of external asset managers.
DBS PB and the tariff-war portfolio
Eddie Lee, desk head for managed solutions at DBS Private Bank, explains how the bank is advising clients on portfolio positioning in the face of escalating trade tensions.
What is missing in most robo-advisors?
Many of today’s B2C robo-advisors lack most of the value-added advisory tools offered by banks and wealth managers, argues Donald Soo, founder and CEO at fintech firm Malabar AI.
Amundi wary of bond liquidity
Even though he is ‘positive but not bullish’ on the corporate credit market, Grégoire Pesquès, head of global credit at Amundi, said he is focused on bond liquidity.
Video: Franklin Templeton on China’s real opportunities
Beyond the noise, innovative EM companies are taking market share from developed market rivals, says Alistair MacDonald, vice president and institutional portfolio manager for emerging market equities.
Video: Jupiter Asset Management on EM debt
Fabrizio Palmucci, the firm’s product specialist for fixed income and multi-asset, explains how the strong US dollar is influencing EM debt opportunities.
Video: T Rowe Price on global equities
Even if global growth slows, Nicholas Beecroft, portfolio specialist in the firm’s equity division, says growth companies are “on the right side of dramatic change” – which is often driven by tech innovation.
Is the fund of hedge funds business dying?
Investors in the region, especially institutions, have been avoiding fund of hedge funds (FoHFs) and instead allocating to hedge funds directly, according to Ronnie Wu, co-founder and chief investment officer at Penjing Asset Management.
Video: Goldman Sachs AM on EM equities
After outperforming in 2017, EM equities have been down this year. Hiren Dasani, managing director and co-head of emerging markets equity at Goldman Sachs Asset Management, explains how he is weathering the storm.
