Governance is perhaps the most important factor when investing in Asia for the long-term, according to Alexander Treves, head of investment specialists for Asia, emerging markets and Asia-Pacific equities at JP Morgan Asset Management.
Category: Industry views
Video: Robeco on investing in disruptive change
Ed Verstappen, client portfolio manager, looks for opportunities in trends that have long-lasting effects.
Video: UBS AM on China’s onshore bonds
Opportunity is in the more liquid onshore bonds, says Yii-Hui Wong, portfolio manager at UBS Asset Management.
Where to find alpha in Japan
Most investment into Japan goes into the more famous names, but local companies are undergoing the real revival, says Shigeka Koda, CEO of Singapore-based Four Seasons Investments.
Ucits versus Cayman: which fund structure is best for you?
A Ucits version of a strategy offers better investor protection than a Cayman Islands hedge fund when things go sour, says Jason Nelms, a funds partner at law firm Morrison & Foerster (MoFo).
What’s different 10 years on?
FSA asked wealth and asset managers to summarise what has changed with their own work since Lehman Brothers collapsed on September 15, 2008.
How Milltrust selects its managers
Flagship funds do not really express a fund manager’s investment conviction, argues Simon Hopkins, Singapore-based CEO at Milltrust International.
Onshore bond buying spree ahead, says ICBCI
Foreigners will likely own 15% of all onshore RMB bonds in five years, according to Angus To, deputy head of research at Industrial and Commercial Bank of China International.
Value Partners maps out aggressive product push
Plans include product launches in China and in Hong Kong and ETFs outside Asia, according to King Au, Value Partners’ Hong Kong-based CEO.
Video: A closer look at the Aeronautics Fund
An alternative fund that involves aircraft and engine leasing offers portfolio diversification and addresses a burgeoning global business, according to Laurent Biousse.
