Negative performance could actually raise returns in the long run, but wealth managers are up against the human tendency to want only consistent capital appreciation.
Category: Industry views
EIP: China IT sector to benefit from MSCI inflows
The second phase of ADR inclusion on the MSCI China index should bring $50bn in capital inflows, said Tobias Bland, CEO of Enhanced Investment Products.
Don’t expect a China-led commodities rebound: GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
HSBC GAM bullish on China’s IT sector
The firm expects that China’s development plan for the next five years will benefit the the IT sector.
The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
Making profits or avoiding losses?
The psychology of risk aversion is the hardest thing for wealth managers to overcome.
Mercer sees ‘alpha tilt’ among investors
The tilt from beta to alpha products has become a dominant theme among institutional investors in Asia, according to Mercer’s Adeline Tan, head of investment advisory in Hong Kong.
Pictet WM: What needs to happen for a lasting market rally
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.
When clients go against advice
What can wealth managers do when clients insist on investing in something that is clearly not in their best interest?
