Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
Category: Industry views
What does the industry think? – 29 August
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: passive investing.
Barings adds EM equities, trims UK
The firm’s multi-asset group is upping exposure to emerging Asia equities at the expense of their UK counterparts.
What does the industry think? – 22 August
In a new weekly feature, FSA finds the only executives in Asia willing to go on record and comment on key investment issues.
Aberdeen joins others targeting alts in Asia
Known as an emerging markets specialist, the firm has been diversifying into alternatives and intends to make a push for alts and multi-asset in Asia, said Andrew McCaffery, global head of alternatives and group head of solutions.
First mover in CIBM targets China state bonds
The enormous domestic bond market is “more liquid than people might expect”, said Robert Simpson, portfolio manager at Insight Investment, which is about to become one of the first foreign firms to invest through the newly-opened bond channel.
The single country fund challenge
Going international as a single emerging market country manager is a big challenge, said Praveen Jagwani, CEO of UTI International.
Election year volatility the only certainty
As headline risk rotates from Brexit to the US presidential election in November, research analysts are weighing in on what could happen.
Capital Group: Inflation the big question mark for bonds
For fixed income investors, a “significant acceleration” in inflation should be a concern over the mid-long term, according to Eric Delomier, fixed income investment specialist at Capital Group.
