Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia-Pacific chief investment officer.
Category: Industry views
JP Morgan: Asian equities heading for correction
History indicates that a market correction in Asian equities is likely, within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
Manulife AM favours ‘new China’ equities
Earnings recovery and structural reforms in China will benefit consumer-oriented sectors, argues Chay Kai Kong, managing director and senior portfolio manager for Greater China equities at Manulife AM.
GAM sees traction for niche alts in Asia
There’s more scope for the right liquid alternatives products in Asia, according to Rossen Djounov, GAM’s new managing director and head of Asia.
DBS WM sees risk in fixed income fixation
Strong client demand for fixed income could be offset by some alts exposure, but convincing clients is a slow process, said Marc Lansonneur, head of Singapore wealth investment and treasury at DBS.
Things to watch for in asset management M&A
Asset management firms don’t typically include cultural fit as part of their due diligence process when entering into an M&A deal, according to industry sources.
Video: Vontobel on EM debt investing
Adrian Bender, senior portfolio adviser, Vontobel Asset Management, answers three questions on EM debt investing.
BNPP AM likes the other emerging markets
Asia is the least interesting geography for sovereign fixed income, according to Bryan Carter, BNP Paribas Asset Management’s London-based head of emerging market fixed income.
Video: Standard Life Investments on Europe’s small caps
Andrew Paisley, manager of SLI’s European Smaller Companies Fund, makes the case for Europe’s small caps.
Citi’s Bacon upbeat on world growth
Investor optimism this year is more than a fleeting feeling, according to Roger Bacon, head of investments for Asia-Pacific at Citi Private Bank.
