Earnings forecast-ability of companies is a key criteria in the economic franchise investing strategy, explains Edward Keating, client portfolio manager.
Category: Industry views
Video: Franklin Templeton on EM investing
Transparency is an immense challenge when looking at EM small caps, explains Alistair MacDonald, vice president and institutional portfolio manager of Templeton Emerging Markets Group.
Video: T Rowe Price on global fixed income
The mixture of interest rate hikes and cuts globally creates opportunities in fixed income, explains Terry Moore, portfolio specialist in the fixed income division.
Video: BNY Mellon on income investing
Charles Martin, portfolio specialist for BNY Mellon’s Insight Investment, answers questions on the firm’s short duration high yield strategy.
Video: Nikko AM on Asian Credit
Bertram Sarmago, the firm’s investment director, answers three questions on Asian credit on the sidelines of the Bangkok Investment Forum last week.
Citi PB: China’s managed defaults will not spread
In the face of dire warnings, China appears to be managing its corporate defaults, said Bassam Salem, CEO for Asia-Pacific at Citi Private Bank, and a stronger RMB has prompted the bank to reverse its stance on dim sum bonds.
Video: Unigestion on risk premia strategies
Olivier Blin, investment manager at Unigestion, answers three questions about risk premia strategies.
Video: Blackrock on factor investing
Factor investing is not a passive or alpha strategy, but somewhere between the two, explains Ben Garland, director and senior investment strategist in the factor-based strategies group at Blackrock.
Video: Jupiter Asset Management on long-short investing
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
BOS to clients: De-risk and diversify
Volatility is rising and the Bank of Singapore is concerned about positive client sentiment.
