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.
Category: Industry views
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.
EY: Private banking shakeout to continue in 2018
Regulatory costs are expected to increase while clients increasingly prefer digital channels for financial advice, suggesting wealth managers rethink traditional business models, according to Elliot Shadforth, Hong Kong-based Asia-Pacific wealth and asset management leader at EY.
Explaining bond funds to the buy-side
Private banks in Hong Kong and Singapore ask bond fund managers to explain any short-term underperformance and to provide stable income streams, according to Boston-based Brian Kennedy, vice president and portfolio manager at Loomis Sayles.
Singapore firm bets on China’s opening
Mainland-owned Overseas Chinese Investment Management has a hedge fund operation in Singapore that hopes to benefit as China loosens capital controls and opens its financial industry.
Investec: Investor relations in China slow to develop
Mainland-listed companies still need to improve transparency, which remains an obstacle to institutional investment, said Greg Kuhnert, portfolio manager at Investec Asset Management.
Pictet: Regulation a big driver of IT security
Data protection regulations, particularly in Europe, are expected to provide a boost to IT security company earnings, according to Yves Kramer, London-based senior investment manager for thematic equities at Pictet Asset Management.
T Rowe Price: EM value overdue for catch-up
Emerging market value stocks are overdue for a catch-up with the two-year-old rally in emerging market growth equities, argues T Rowe Price’s Ernest Yeung.
Robeco: Fintech opportunities in tech upgrades
Artificial intelligence, blockchain and big data create a lot of buzz, but many fintech opportunities lie in old technologies, such as banks’ core systems that are in desperate need of updating, argues Partick Lemmens, senior portfolio manager at Robeco.
