Returns from funds using the quant model are no better than returns from those using fundamental strategies, according to Magnus Spence, head of the alternatives investment division
Category: Industry views
BOS to clients: De-risk and diversify
Volatility is rising and the Bank of Singapore is concerned about positive client sentiment.
Natixis aims to double Asia AUM by 2020
An ambitious target for Asia-Pacific growth has been set by Natixis Global Asset Management’s new head of Asia-Pacific Fabrice Chemouny.
UBS WM stays with risk, for now
A slow, synchronised global recovery is providing a supportive backdrop for risk assets and driving discretionary portfolio performance, said Stefan Lecher, managing director and head of IPS client portfolio management for APAC at UBS Wealth Management.
Is listed infra really worth it?
Deutsche Asset Management’s head of liquid real assets for Asia & Europe defends listed infrastructure investments, which have recently come in for criticism from academics suggesting they don’t deliver infrastructure-like returns.
CBH: Funds are preferred in ‘compliance-driven’ portfolios
Wealth management clients who are employed in the financial industry are asking for more funds and less individual securities to avoid rising compliance risks, according to Kevin Liem, chief investment officer at CBH Asia.
BNPP AM: don’t expect high returns in EM mixed-asset
Mixed-asset funds don’t necessarily keep up when equity markets are rallying, according to Colin Graham, BNP Paribas Asset Management’s chief investment officer and head of active asset allocation multi-asset solutions.
Deutsche AM: Hot Asian equities have room to run
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia-Pacific chief investment officer.
JP Morgan: Asian equities heading for correction
History indicates that a market correction in Asian equities is likely, within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
Manulife AM favours ‘new China’ equities
Earnings recovery and structural reforms in China will benefit consumer-oriented sectors, argues Chay Kai Kong, managing director and senior portfolio manager for Greater China equities at Manulife AM.
