Chris Chan, portfolio manager at EFG AM’s New Capital, focuses on investing in innovative Asian companies with visionary leadership.
Category: Industry views
Video: BNY Mellon on investing in mobility
George Saffaye, global investment strategist at BNY Mellon IM, sees prime opportunities in the theme of mobility innovation.
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
Video: BNPP AM on investing in water
Earnings growth tends to be strong in water-related equities, says Hubert Aarts, co-head of listed equities at Impax Asset Management, who manages an ESG-themed water fund.
UBS Wealth seeks more China-focused products
Qualitative factors such as after-sales service and management team calibre are what influence the bank’s fund selection process, according to Jansen Phee, Singapore-based head of fund investment solutions for Asia-Pacific.
Video: M&G on multi-asset investing
Volatility is back, but global growth remains robust, says Graziano Creperio, investment specialist.
Video: Man GLG on European growth investing
Avoid European companies that are too reliant on macro economics and focus on those with a strong market position, argues Rory Rowe, lead portfolio manager for the Pan-European equity growth strategy at Man GLG.
Video: Matthews Asia on Asia equities
Negative headline news about China has resulted in good A-share companies trading at low valuations, says Robert Horrocks, chief investment officer and portfolio manager.
Fidelity trials AI investment tools
The firm has had encouraging results, but artificial intelligence tools are not aimed at sparking outperformance, according to Paras Anand, head of asset management in Asia-Pacific at Fidelity.
Eastspring plans ESG quant strategy
The firm believes market volatility will increase demand for another quant product, its Asia-Pacific low volatility strategy, according to Sarah Lien, Singapore-based client portfolio manager for equities at Eastspring Investments.
