European asset-backed securities can offer strong safeguards as well as an income stream, argues Matthew Wardle, portfolio manager.
Category: Industry views
Real ESG mandate a decade away in Asia
Pictet Wealth Management talks to FSA about ESG, the launch of an Asia bond discretionary mandate and the fund selection process.
Earnings surprises needed for Greater China gains
Stock markets in Greater China have already risen to fair valuations, so positive shocks are required to sustain further rises, according to Henry Chan, chief investment officer of BEA Union Investment.
Video: Capital Group on global fixed income
EM currencies are undervalued, but generally fixed income portfolios are tilted toward defensive positions, said James Blair, fixed income investment director.
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.
