Goldman Sachs AM said it is underweight state-owned enterprises despite planned SOE reforms.
Category: Industry views
China bond opportunity trumps A-shares
BNP Paribas Investment Partners head of Greater China business Cheng Tanfeng expects China’s interbank bond market to be a big catalyst for the markets.
More mainland HNWIs looking offshore
Yuan depreciation concerns are driving HNWIs to seek offshore diversification, particularly with liquid and low volatility strategies, said William Ma, Noah Holdings Hong Kong co-CIO.
China offshore bonds may see defaults
Authorities have allowed domestic bond defaults and may soon give the green light to their offshore counterparts, said Arthur Lau, head of Asia ex-Japan of fixed income at Pinebridge Investments.
Asset managers weigh in on Brexit outcome
Opinions from Vontobel, Manulife AM, Pictet AM and JP Morgan AM say a Brexit is unlikely. But just in case…they join in the flood of forecasts on what happens after a leave vote.
Hermes’s five-year plan includes strong Asia buildout
Harriet Steel, Hermes Investment Management’s global head of business development, joined the company in 2011 and immediately set about transforming how the business was perceived.
Water fund aims to flow with world demand
It’s not only essential for life, but also for expansion of industries and economies, according to Simon Gottelier, senior investment manager at Pictet Asset Management.
Rayliant aims smart-beta products at Asia
Rayliant Global Advisors plans to launch smart-beta products in Asia after a Hong Kong acquisition completes, chairman and CEO Jason Hsu said.
HK regs a bottleneck to rise of roboadvisers
Hong Kong regulations require people to be involved in wealth management services, said iFast Financial (HK) chief operating officer Kelvin Yip.
Slow global growth puts high yield at risk
Loomis Sayles is underweight high yield in emerging markets and overweight in the US.
