The first of three video interviews is from Scott Collison, head of alternatives for Asia, at Franklin Templeton Investments. He presented at Fund Selector Asia’s Bangkok Forum, and in the video he talks about how liquid alternatives offer investors diversification.
Category: Industry views
Principal remains an EM believer
Sentiment for emerging markets has plunged and investors see heightened risk. But Principal Global Investors believes its EM growth prospects remain strong, according to Jim McCaughan, CEO.
Malaysia turmoil makes investors cautious
The investment climate in Malaysia will remain shaky in the near to medium term despite an improvement in the country’s foreign exchange reserves, industry sources said.
StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
India is Asia’s new growth engine
While external demand weakness and a slower-than-expected pace of economic reforms have impacted India’s GDP growth, the economy shows signs of health, according to an Asian Development Bank report.
US rate hike likely to impact Malaysia
The likelihood of an interest rate hike by the US Federal Reserve could spell trouble for emerging economies, particularly those in ASEAN.
Rate hike still likely this year: fund houses
The Federal Reserve’s positive outlook for the US economy and for the unemployment rate suggests an interest rate hike is still highly possible this year, according to several fund managers.
Optimism on Japan persists despite S&P downgrade
Although Standard & Poor’s downgraded Japan’s credit rating by one notch to A+ last week, several fund houses say that they remain optimistic about the country’s potential.
The hunt for exceptions
Alexander Darwall, head of European equities for Jupiter Asset Management, is an FE Alpha Manager who has typically outperformed his peer group over a long track record. He explains his approach and names some world class assets that he believes can prosper in a variety of economic environments.
Fund houses wary of China reform
China has been under scrutiny the past few weeks, and it seems industry sources have a growing concern over the government’s economic reform efforts.
