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.
Category: Industry views
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.
Greater transparency tops wealth manager’s challenges in 2017
The upcoming Common Reporting System (CRS) is set to pose “fundamental changes” to the wealth management industry both regionally and globally in 2017, said Kevin Liem, CIO at TTG Wealth Management.
OMGI: Gold is money, not vice versa
The relationship between interest rates and inflation is what matters for gold investors, said OMGI’s Ned Naylor-Leyland, who remains positive on gold despite wide expectations for rising rates.
