Are emerging market small caps a better bet than the large cap counterparts that passive products focus on? Will Ballard, head of emerging market and Asia Pacific equities at Aviva, explains why he believes they are.
Category: Industry views
Video: BNP Paribas on water and ESG
Oscar Yang, research analyst and portfolio manager at Impax Asset Management. discusses the firm’s water equity portfolio, which uses an ESG screen to invest in the equities of water companies.
Video: Hermes IM on ESG investing
Lewis Grant, director and senior portfolio manager at Hermes Investment Management, answers three questions about his approach to ESG investing.
Jupiter ‘not afraid of duration’
Emerging market bonds with long duration present opportunity rather than risk, argues Alejandro Arevalo, fund manager at Jupiter AM, as additional interest rate hikes in the US this year are not likely.
HK’s non-ETF robo-advisor
Yunfeng Financial Group is using a proprietary fund selection process to add actively-managed funds from key managers to its robo-advisor Youyu Wealth, according to Li Ting, the firm’s CEO.
Mifid II brings dilemma to Asian firms
Europe’s Mifid II requires Asian fund managers to decide whether to treat European clients differently from others in terms of transparency, investor protection and cost of research.
Allianz GI bangs short duration drum
The demand for short-duration products is expected to pick up this year amid rising interest rates and several firms, including Allianz GI, have launched relevant products.
Private banks neutral on US equities
US companies are expected to have high earnings this year, but Bank of Singapore, UBS Wealth Management and Deutsche Bank Wealth Management are finding more opportunities in other equity markets.
Feeder funds remain preferred entry into SEA
Partnering with domestic fund managers to launch feeder funds remains the best strategy for foreign asset managers looking at the Thailand and Malaysian markets, according to analysts from Boston-headquartered Cerulli Associates.
Japan may be lifeline for passporting scheme
Fund managers joining the Asia Regional Funds Passporting (ARFP) scheme are likely to find the best opportunities in Japan, according to Andrew Gordon, Hong Kong-based managing director for Asia at RBC Investor and Treasury Services.
