Sell-side research on individual countries in Asia-Pacific and sectors in the US are more valuable to managers than research on individual companies, according to a study conducted by S&P Dow Jones Indices.
Category: Industry views
Green bonds are far from equity counterparts
The ESG element of green bonds has no impact on performance, according to Julien Bras, portfolio manager for fixed income at Allianz Global Investors.
Morgan Stanley backs China’s onshore bonds
These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Manila’s Atram sees strong feeder fund inflows
Despite the October downturn, global feeder funds managed by Atram Trust in Manila saw strong inflows, according to director Andrew Caw.
Video: First State on ESG investing
Christy Goh, director of intermediary business, explains how First State embeds ESG into the investment process.
Jupiter revamps financial fund
The strategy of a financial sector fund run by the firm for 12 years has been revised to address financial innovation.
Video: T Rowe Price on tech investing
Early growth stage innovations such as autonomous vehicles and artificial intelligence are where Julian Cook, portfolio specialist in the equity division, sees the key tech opportunities.
Video: Franklin Templeton on fixed income investing
Ivan Fong, vice president and senior product manager, sees opportunity in local currency EM bonds, but is closely watching trade tensions between China and the US.
Video: Janus Henderson on Asia innovators
Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.
Video: New Capital on Asia innovation
Chris Chan, portfolio manager at EFG AM’s New Capital, focuses on investing in innovative Asian companies with visionary leadership.
