Asia credit should continue to hold up well, buoyed by robust economic growth in the region, said the CIO of Asia fixed income at JP Morgan Asset Management.
Category: Industry views
UBP reduces its negative stance on Chinese equities
As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
AllianceBernstein’s Cheng: We’ve seen the bottom in Chinese tech
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
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”.
