Higher-end manufacturing and tech innovation are what to look for in China, India and Southeast Asia, according to the firm.
Category: Industry views
UBP upbeat on Asia after Coutts acquisition
Despite private banks selling assets or cutting staff in Asia, Guy de Picciotto, CEO of Switzerland-based Union Bancaire Privee, said his bank plans to hire roughly 40 RMs and expand in China.
A preference for short duration
Short duration bonds are key to mitigating volatility in bond holdings, according to Jim Veneau, Axa Investment Managers head of fixed income in Asia.
BEA Union IM bets on China high yield
BEA Union Investment Management said it has started to look into higher risk sectors for offshore China bond investments, despite concerns about surging default rates.
BMO WM likes the dividend theme
Low interest rates and low inflation have brought the dividend theme to prominence this year, said Edmund Yun, executive director and head of investment for Asia.
Mercer says ‘easy beta’ fading away
Easy returns driven by central bank policies are disappearing, putting pressure on fiduciaries to find alpha, said David Anderson, president of growth markets for Mercer.
EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
M&G: High yield rebound may be short-lived
Recent high yield bond market gains may dwindle due to volatility and weak global growth, according to Nicolo Carpaneda, investment director.
Video Interview: I’m not a eurosceptic, says Yanis Varoufakis
In an exclusive interview at the Pan-European Congress hosted by FSA’s sister publication Expert Investor, Yanis Varoufakis reveals why he is not a eurosceptic and why he admires Wolfgang Schäuble.
Franklin Templeton expects sukuk momentum
The strong development of Islamic finance is “a reflection of genuine retail demand,” said Mohieddine Kronfol, chief investment officer of global sukuk and MENA fixed income.
