Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
Category: Industry views
Deutsche AM: China’s A-shares now in the spotlight
Sean Taylor, CIO Asia Pacific for Deutsche Asset Management, reveals his views on China equities for 2017.
Swan positive on Asian equities in 2017
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.
What does the industry think? 21 November
FSA has managed to find a bold group of industry thinkers who are unafraid to speak their minds on crucial industry topics. This week: pay-for-performance model
Fidelity EM manager cautious on IT, China banks
An underweight position in IT stocks, as well as Brexit market volatility, has detracted from the performance of Fidelity’s emerging market fund in recent months, according to manager Nick Price.
Reyl assesses protectionist theme
Wealth manager Reyl Singapore has started to re-evaluate allocations as the world comes to terms with the unexpected US presidential election victory of Donald Trump.
McKinsey: Asset management to see explosive change
McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.
What does the industry think? 14 November
FSA has managed to find a bold group of industry thinkers who are unafraid to speak their minds on crucial industry topics. This week: The US presidential election
Hambro overweights Asia tech sector
Large, tech-savvy populations and potentially the world’s fastest-growing internet market are reasons why wealth manager James Hambro & Partners has overweighted the sector this year, said James Horniman, head of adviser solutions and part of the investment team.
China should brace for US election fallout, say AMs
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
