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.
Category: Industry views
What does the industry think? September 26
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: actively-managed fund performance.
What does the industry think? September 19
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: emerging markets.
UBS AM says Tencent story only beginning
The example of Tencent shows that expensive valuation and great performance can co-exist, said Bin Shi, China equities strategies lead portfolio manager at UBS Asset Management.
What does the industry think? 12 September
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: fintech disruption.
A look at HSBC PB’s `barbell strategy’
The strategy aims to capture emerging market yields and `new economy’ growth at a time when yield is hard to find, according to HSBC Private Bank’s Fan Cheuk Wan, head of investment strategy in Asia.
Singapore’s Trilake adds mainland HNW clients
The wealth manager has added mainland-based clients who seek offshore assets to protect their wealth, according to Daniel Brunner, executive director and senior client relationship manager.
LO IM shrugs off EM equities concerns
Emerging market equities are attractive despite China risk and a possible US rate hike this year, argues Lombard Odier Investment Managers client portfolio manager, Pascal Menges.
The Asia component is what’s attractive about EM, says 7IM
The US dollar and oil prices make emerging Asia the preferred investment region, according to senior portfolio manager Peter Sleep at wealth manager Seven Investment Management.
What does the industry think? – 05 September
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: negative interest rates.
