In an environment where financial markets are experiencing not just a summer cold, but a serious bout of fever – fund houses are prepping themselves to move in when the perfect storm forms.
Category: Industry views
Fund houses roll the dice with India
Buying into India is a bet that is becoming increasingly popular with fund houses as the shine on Brazil, Russia and China starts to fade.
HEAD-TO-HEAD: Fidelity vs JO Hambro
Fund Selector Asia compares the Fidelity Asian Special Situations Fund and the J O Hambro Capital Management Asia ex-Japan Fund.
Bangkok Forum review: Robert Samson, Nikko AM
The third of three video interviews features Robert Samson, senior portfolio manager, Nikko Asset Management Asia. He presented at Fund Selector Asia’s Bangkok Forum, and in the video he talks about how one can utilise a multi-asset approach to gain better risk-adjusted returns.
Fed has good reason to hike rates by December
Ken Leech, Western Asset Management’s CIO said that while accommodative monetary policy is critical in the current climate of weakened demand, the US Federal Reserve has a good reason to hike interest rates before the end of the year.
Chinese boutique fund house sets up EAM desk
Shenzhen-based boutique Munsun Asset Management is building a team to service private clients, as it sees Chinese individuals and families looking to diversify their international exposure.
China policies unnerve wealth managers
Discretionary wealth manager Arbuthnot Latham has slashed its China allocation and invests in only two funds for its Asia exposure, said Peter Doherty, investment manager for the London-based private bank.
Emerging markets growth story still intact
Emerging markets experienced steep declines this year, suffering far worse than their developed counterparts with the aggregate emerging market indices losing almost a quarter of their value since reaching highs in late April.
Bangkok Forum review: José Morales, Mirae Global
The second of three video interviews is from José Morales, chief investment officer, at Mirae Asset Global Investments (US). He presented at Fund Selector Asia’s Bangkok Forum, and in the video he talks about the opportunities and challenges when investing in emerging countries.
Energy-indexed funds at risk from oil collapse
Energy-indexed funds could come under fresh pressure as fund houses are predicting that oil prices have more room to head south before bottoming out.
