A highly-concentrated portfolio held over the long-term is the best way to invest in global emerging markets, according to Sebastien Brown, investment specialist at Newton Investment Management, a wholly-owned BNY Mellon company.
Category: Industry views
Video: Janus Henderson on bonds
Should high yield exposure be minimised in a rising rate environment? Matthew Argent, client portfolio manager, answers three questions on fixed income investing.
Video: Legg Mason on fixed income investing
With interest rates rising, Joseph Larkin, director of business development and client service in Asia-Pacific for Legg Mason affiliate Brandywine Global, discusses positioning in global fixed income.
Video: JP Morgan on China investment in 2018
The Chinese government is encouraging a dividend-paying culture, which will benefit a China income strategy, explains Janet Tsang, client portfolio manager and executive director.
Video: Investec on factor investing
You have to understand what you own, said Investec’s Mark Breedon, explaining what separates his firm’s factor approach from smart beta.
CBH watching volatility, wary of bonds
Market volatility gives wealth managers a valuable opportunity to gauge their clients’ true risk appetite, according to Kevin Liem, chief investment officer at CBH Asia.
Video: Nikko Asset Management on ESG investing
James Alexander, global head of multi-asset at Nikko Asset Management, answers three questions about his firm’s ESG approach to investing.
How will AI change asset management?
Nigel Faulkner, head of global technology at T Rowe Price, sees artificial intelligence as a solid support technology, but he believes it is unlikely AI will be making final investment decisions.
Natixis AM to expand client base in Asia
Natixis Asset Management, which will be rebranded as Ostrum Asset Management on 3 April, aims to expand its AUM coming from the private and retail banking segments in Asia, according to Fabrice Chemouny, Hong Kong-based head of Asia-Pacific of the firm’s holding company, Natixis Investment Managers.
Aberdeen Standard: SRI is not ESG
While ESG has become an inherent part of risk management, SRI (socially responsible investment) products are, by comparison, designed to meet the demand of specific investors, Aberdeen Standard’s William Scholes told FSA.
