Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
Category: Industry views
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
Fidelity: Asia’s corporate prospects shine
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
Morgan Stanley’s Au-Yeung: diversify and be nimble
Christina Au-Yeung, head of investment management services at Morgan Stanley Private Wealth Management Asia, discusses strategy with FSA.
