Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Category: Industry views
Mercer: Baked-in optimism warrants portfolio review
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
Video: Jupiter AM on fixed income
In a video interview, Fabrizio Palmucci, product specialist for fixed income at Jupiter Asset Management, makes the case for bond investing.
Video: Standard Life Investments on fund of funds
James Millard, investment director at Standard Life Investments, answers three questions about his firm’s FoF strategy.
Mirae’s ambitious global growth plans
Korean asset manager Mirae has expanded across Asia, established itself in Europe and continues to grow. Jung Ho Rhee explains how the firm capitalises on a special understanding of key consumer trends in developing markets.
Pictet says avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
GSAM: Hedge fund closures reduce fees
Robert Mullane, managing director in the alternative investments and manager selection group at Goldman Sachs Asset Management, discusses hedge fund fees and his fund of funds strategy.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
Vontobel stays lean during PB shakeout
Michael Haupt, chief operating officer and investment advisor, and Alex Fung, CEO and head of PB in Asia-Pacific, argue that Vontobel’s streamlined and focused business model is a plus during industry consolidation.
GSAM: Volatility will rock corporate credit
Stronger volatility is coming and credit risks are not properly priced into the market due to investors chasing yield, said Jonathan Xiong, head of the fixed income alternatives group at Goldman Sachs Asset Management.
