Investors should keep an eye on deflation, which is one of the biggest investment risks to Japan’s equity market, according to Akira Fuse, Tokyo-based investment specialist for Japan equities at Capital Group.
Category: Industry views
Pinebridge: India equity overweight in 2018
Government reforms in India have “unlocked growth” and are driving a strong case for equity investment, though there are some caveats, said Sunny Ng, portfolio manager at Pinebridge Investments.
Where are the risks in environmental equities?
Regulation is one of the risks that investors should be aware of when investing in environmental-focused listed equities, according to Bruce Jenkyn-Jones, London-based co-head of listed equities and senior portfolio manager at Impax Asset Management.
SG robo-advisor courts HNWIs
Another robo-advisor has joined the parade of competitors in Asia and aims to target wealth management of high-net-worth individuals and family offices.
Quant strategy wary of hedge fund flaws
Unigestion’s quant fund aims to put right exactly what investors have found to be wrong with hedge funds – lack of liquidity and transparency and high fees and low performance, according to Joan Lee, vice president and investment manager for cross-assets solutions at the boutique fund house.
Value Partners: China’s tech giants to continue gains in 2018
In 2018, Value Partners’ fund manager Frank Tsui is bullish on the technology and consumer sectors across greater China with a preference for larger names.
Real estate a drag on Fidelity’s Asean fund
Southeast Asia equities will likely be buoyed by economic growth in 2018, but real estate developers in the sub-region have hit the performance of the Fidelity Asean Fund, managed by Gillian Kwek.
Video: BNY Mellon on multi-asset investing
In 2018, the base case scenario does not include a continuance of global synchronised growth, argues Brendan Mulhern, global strategist on the real return team at BNY Mellon Investment Management.
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Currencies become key to fixed income opportunities
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
