Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
Category: Industry views
RQFII quota to fortify weak Singapore-China link
China’s doubling of Singapore’s RQFII quota is expected to boost cross-border RMB flows and help strengthen a comparatively weak link to China’s financial industry.
FSA Investment Forum Singapore: Asian consumption plays
In a video interview, Mirae’s Christopher Chen says Asian consumers are only beginning to travel overseas and the sector is expected to blossom over decades.
FSA Investment Forum Singapore: Focused on company specifics
In a video interview, Jupiter’s Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.
FSA Investment Forum Singapore: Opportunities in European small caps
In a video interview, Pierre-Amaury Tabarly, investment specialist at BNP Paribas Investment Partners, says that a good play on Europe’s recovery is through small cap investment.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
Oaktree bullish on European HY
Despite challenges to commodity and energy-related sectors, corporate fundamentals remain stable with default rates in the high-yield bond market at historic lows, according to Shannon Ward, managing director at Oaktree Capital.
London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
Consumption plays on China’s next five-year plan
After the unveiling of the broad themes for China’s 13th Five- Year Plan on 3 November, President Xi Jinping provided some data to complement the qualitative report, Axa Investment Managers said.
