Despite a 25% cash position and holdings in scandal-ridden 1MDB and Esal, the fund has so far fared better than the category average.
Category: Industry views
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.
Chorus builds for local currency bonds
Managers of the JP Morgan Asian Total Return Bond Fund have joined others in highlighting the attractiveness of local currency Asia bonds.
Mostly tailwinds for China corporate bonds
China corporate bonds offer heady yields and the default rate last year was only 1%, but very high turnover is involved in Neuberger Berman’s China bond strategy.
GSAM explains income fund revamp
Goldman’s income product has a new name and management team and a higher distribution yield target.
Lion Global to tap Thai investors
However, the Singapore-based asset management arm of OCBC is not including China in its plans.
Gam shuns government bonds
Developed government bond yields just aren’t there and the firm’s multi-asset product managers instead look for more niche fixed income.
How DBS PB selects funds
The bank is also aiming to add more liquid alternative products to its platform.
Schroders multi-asset fund goes on defensive
The chance of a US recession is rising, so multi-asset funds should aim to minimise losses rather than maximise returns, according to Schroders head of fixed income and multi-asset, Australia.
