Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Category: Industry views
The promise and risk in China’s `new economy’
China’s consumption story is expanding quickly, creating some of the most appealing investment cases currently available to investors, particularly as markets are yet to fully price in the pace of urbanisation in the country, says UBP’s Peng Yao.
JPM AM: Yield can be found
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
What does the industry think? 17 October
FSA has managed to find a bold group of industry thinkers who are unafraid to speak their minds on crucial industry topics. This week: Asia HNWIs.
Income products surge, but beware the risks
Investors have been pouring into income-generating products, but two big portfolio risks are coming from the US, said Edmund Yun, head of investment solutions at CIC Banque Privee in Hong Kong.
JOHCM hunts for investment talent in Asia expansion
After a top management reshuffle, the UK-based boutique manager now intends to focus on expanding in Asia and the US, according to Gavin Rochussen, group executive for international business at BT Investment Management, which owns JOHCM.
What does the industry think? October 3
In a new weekly feature, FSA finds the only executives in Asia willing to go on record and comment on key investment issues. This week: financial firm security.
Offshore funds grow AUM as Thailand opens
Relaxed regulations for Thai investors promise more access to global funds, but take-up could be slow because they compete with locally-wrapped funds, said Morningstar’s senior research analyst in Thailand, Kittikun Tanaratpattanakit.
Juice still left in emerging market bond rally
But the surge in emerging market bond prices this year is forcing investors to be more discriminating.
EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
