The firm prefers companies that benefit from high barriers to entry, and Apple, despite being a popular growth stock, does not meet that criteria, according to Hollie Briggs, Boston-based vice president and product manager for growth equity strategies.
The Hong Kong-based firm expects to launch two smart beta ETFs in August, with one investing in the Asean markets and the other in technology-enabled companies.
Studies have pointed out institutions’ increased ETF usage, but this may not be the case for private banks in Asia, according to David Quah, Hong Kong-based co-managing director for Value Partners’ quantitative investment solutions team.
Rising interest rates and global trade tensions are more likely to hit multinationals in Asia than the region’s home-grown leaders, who have become strong rivals, argues David Gaud, chief investment officer for Asia at Pictet Wealth Management.
BNP Paribas Asset Management has followed several other foreign asset managers in launching a Wechat account in China, according to Janis You, Hong Kong-based Asia-Pacific head for brand and communications.
Will Singapore’s new corporate structure for traditional and alternative managers grow at the expense of Cayman Island-domiciled funds?
This year, specific equities should continue to perform well, but investors are advised to avoid adding more fixed income, according to John Cappetta, head of managed product sales at Julius Baer in Singapore.
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
Wealth managers in China have to be more pro-active about promoting and educating clients about wealth preservation solutions, according to An Kelles, Hong Kong-based business development director for Greater China at Jersey Finance.
The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
Part of the Mark Allen Group.
