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.
Category: Industry views
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?
OPINION: Talking clients through a market plunge
As volatility roars back, with major markets all negative year-to-date, client expectations also go through wild swings.
Investor concern over central bank ammo is misplaced
Why is it important if central banks are running out of ammo to spark growth and fight deflation? asks Colin Moore, global chief investment officer for Columbia Threadneedle.
EM worry clouds 2016: Principal Global
A “third wave” in the global financial crisis could come from emerging markets, said Bob Baur, chief global economist for Principal Global Investors.
A strong bet on Vietnam’s quiet progress
Vietnam’s market hit bottom in 2012, argues David Roes, and since then his hedge fund has shifted from wider Asean market exposure to a 90% allocation to Vietnam.
LGT: Don’t believe the doomsayers, low oil is a plus
Energy stocks may start to look interesting this year, says LGT Bank’s chief investment strategist Stephen Corry, who has some positive views on 2016.
China concerns overblown: Matthews Asia
As Matthews Asia launches an Asia ex-Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over China.
