Recent high yield bond market gains may dwindle due to volatility and weak global growth, according to Nicolo Carpaneda, investment director.
Category: Industry views
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.
The wealth manager and dollar cost averaging
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.
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.
