Rising compliance costs, technology adoption and a talent shortage make it especially tough for a wealth manager, but Edwin Lee, CEO of independent wealth manager Covenant Capital, believes his firm has the right formula.
Category: Industry views
Eastspring steps up multi-asset game
Eastspring Investments is looking at ESG- and China-focused multi-asset products while adding people to the investment team, according to Colin Graham, Singapore-based chief investment officer for multi-asset solutions.
Video: Lazard on managing volatility
Trade war talk is largely “rhetoric driven by a deal-making president in an election year”, according to Rupert Hope, portfolio manager on the Lazard multi-asset investment team.
Citi PB goes overweight on A-shares
This year China A-shares are Citi Private Bank’s biggest call globally, according to Roger Bacon, head of investments for Asia-Pacific, while fixed income in client portfolios is getting intense focus.
China’s asset managers eye European investors
More China-based asset managers are expected to internationalise and target European investors, according to Alessandro Silvestro, Hong Kong-based managing director for Asia-Pacific at Lemanik Asset Management.
CoCos: A bet on banks’ financial health
Contingent convertible (coco) bonds carry conversion risk but promise high yield with low volatility and diversification, according to Lloyd Harris, London-based fixed income fund manager at Old Mutual Global Investors.
Looking for alpha in Japan’s small caps
Some of Japan’s under-researched small- and mid-cap companies may be hidden gems that the broader investment world knows little about, according to Sophia Li, portfolio manager at First State Stewart Asia.
Video: Fidelity on Asian growth and income
The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
EM debt faces resiliency test
Despite the sell-off in emerging market debt that started at the end of April, the current environment is still resilient, according to Raoul Luttik, senior portfolio manager at Neuberger Berman.
Does low volatility mix with high dividends?
Seeyond’s Asia-focused smart beta product aims for minimum volatility with high dividend yield instead of returns based on pure fundamental stock-picking, according to Nicolas Just, deputy CEO and chief investment officer of the Natixis affiliate.
