AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
Category: Industry views
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Pictet AM’s Tsang on plans to capture the full potential of Hong Kong’s fund industry
Pictet Asset Management’s Tsang says there is growing demand from Chinese mainland investors to diversify their assets through the MRF scheme.
Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Janus Henderson aims to double AUM in Asia in five years
Andrew Hendry, Asia Pacific CEO at Janus Henderson, explains how the firm has turned the page following the merger in 2017.
