The firm is also positive on India equities, an asset class other investment managers have recently snubbed.
Category: Industry views
Trade dispute low risk for US equities, Allianz GI says
Doug Forsyth, CIO for growth and income strategies at Allianz Global Investors, expects US corporate earnings to be positive, which should drive the equity market this year.
Asia bonds to attract yield seekers, Gao Teng says
The Tencent-backed firm is yet another manager who is upbeat on the higher-yielding Asian bond market, despite the risks.
Pictet promotes an environmental theme
The Geneva-based asset manager believes that strong investment returns can be earned without damaging the planet.
Vanguard’s active push into Asia
The leading passive fund provider is keen to offer active management strategies for specialist assets classes to Asia investors, according to Vanguard’s emerging market bond head.
Ex-BOS exec gets IAM licence
Independent asset manager Raintree Asset Management, run by Bank of Singapore’s former DPM head, has started onboarding clients.
UBS WM sees bull market continuing
Familiar headwinds will unsettle markets this year, but strong corporate earnings growth will provide opportunities, according to execs from UBS Global Wealth Management.
Are alts a substitute for bonds as an income source?
Real estate and infrastructure reduce correlation risk, but be cautious of direct lending products that attract with high yields, argues JP Morgan Asset Management.
Chinese company ESG scores inching upward: MSCI
Since the recent inclusion of China A-shares in mainstream indices, global investors have been looking more closely at company ESG ratings.
Asia bonds ‘not as strong in 2020’
SSGA notes the sectors in China that have a higher potential for defaults and gives a breakdown of Asia bond preferences.
