Despite a strong US dollar and rising interest rates, emerging markets will be the best performing equity market by year-end, according to Jan Amrit Poser, Bank J Safra Sarasin’s Zurich-based chief strategist and head of sustainability.
Category: Industry views
Is short duration key to Asian high yield?
`Super high yield and super short duration’ is how S.E.A. Asset Management is approaching Asian high yield bond investing, according to Singapore-based CEO Alex Zeeh.
UBS WM prefers unconstrained managers
Coming from the asset management side, Stefan Lecher, new head of client portfolio management for Asia-Pacific at UBS Wealth Management in Hong Kong, said unconstrained managers have the best chance to excel.
Mercer: Geopolitical moves to impact markets for years
The world is entering new political-economic territory and the policies that come out of the US present the single biggest risk to investors for years to come, according to Garry Hawker, director of strategic research for growth markets at Mercer in Singapore.
Impax AM sees Asia environmental opportunities
But the lack of clarity on environmental issues from the new US president means a growth outlook for environment-themed investing is difficult, said Ian Simm, Impax Asset Management’s London-based CEO.
Mobius cites India as EM concern
November’s surprise ban of large currency bills in India is one of the greatest single-country risks in emerging markets, Mark Mobius, executive chairman of the Templeton emerging markets group, told FSA.
2017 should be good for EM equities: Eastspring, Schroders
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Pakistan to drive frontier investing?
The acronym VARP is popping up, led by an increasing interest in Pakistan investment.
Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
Goldman Sachs AM defends global REITs
Higher interest rates do not impact real estate investment trust (REIT) fundamentals over the long term, unlike other bond proxies, said Goldman Sachs Asset Management’s Hong Kong-based portfolio manager Frankie Lee.
