Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the recent Expert Investor forum in Barcelona, organised by FSA’s sister publication Expert Investor.
Category: Industry views
The next US president is an issue in Asia, sort of
Many investors in Asia are not positioning portfolios for the US election and instead will wait until concrete policies with a chance of getting approved are rolled out.
Deutsche Bank WM overweights China equities
The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
What does the industry think? 31 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: Regulatory action.
Manulife AM: Commodity stocks sending signals
Kai Kong Chay, Greater China equities senior portfolio manager, said he is selectively buying cyclical Chinese commodity stocks.
GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
Outcome of Thai political impasse could impact portfolios
Thai equities have mostly recovered after plunging in the wake of the death of the King, but now the military-appointed government is attempting to navigate official approval of a new constitution and handle the first royal succession in seven decades.
What does the industry think? 24 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: Commission-based models.
Reits appeal as an income product to fade
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.
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.
