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.
Category: Industry views
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.
Obstacles to foreign control of China JVs
Only a small number of large foreign asset managers are expected to apply for approval to hold a controlling stake in a Chinese asset management joint venture, according to Sean Hung, senior analyst at Moody’s Investors Service.
Inside Threadneedle’s ‘extended alpha’ fund
Columbia Threadneedle’s 130/30 fund is a survivor among funds using the strategy, which offers the spice of a hedge fund but also some additional risk.
Jupiter takes a cooler look at Vietnam
A number of fund managers have singled out Vietnam as the most promising frontier market, but a more critical view comes from Ross Teverson, Jupiter Asset Management’s London-based head of strategy for emerging markets.
