The global mania for Pokemon Go underscores the powerful demand in the video gaming sector, according to Joshua Spencer, portfolio manager at T. Rowe Price.
Category: Industry views
Robeco: Time for low volatility strategies
Volatile markets characterise 2016, and investors are warming to investment strategies that reduce risks, according to Tom Naaijkens, client portfolio manager for quant equities at Robeco.
Fidelity sees necessity of state-controlled defaults
Onshore bond defaults controlled by Chinese authorities are welcome in principle, but in practice it is still unclear how the default process will work, according to Fidelity International.
Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
Bosera AM plays on China’s onshore yield
Some Chinese companies have a higher stock dividend yield than bond yield, and portfolio manager Guo Jun uses them to enhance his bond fund.
SSGA: Gold ETFs to remain strong in H2
Net fund flows into global gold ETFs in the first half this year have already surpassed the same period of 2009 during the financial crisis, as Brexit has created more uncertainties in the global economic outlook.
LO believes EM equities set for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, said Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Matthews Asia plans mainland office
The fast development of China’s financial industry and the firm’s increasing interest in A-shares calls for an on-the-ground presence that will initially be research-focused, said Frank Wheeler, global head of distribution.
Jupai: Chinese HNWIs still prefer real estate
Offshore real estate is attractive to mainland clients as they diversify their portfolios away from RMB investments, according to Zhou Cheng, general manager of Jupai Hong Kong.
Absolute return funds challenged in Asia
The patchwork of regulations and cultures in Asia put limitations on absolute return funds in the region, according to David Ng, CIO of Affin Hwang Asset Management.
