Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.
Category: Industry views
Liquidity is shaping fixed income preferences
A large-cap preference in fixed income is necessary in the current low yield environment, says Hermes head of credit.
VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING
Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.
GAM turns sights on Southeast Asia
Emerging from a whistleblower scandal, the firm intends to focus on alternative strategies in Southeast Asia such as private lending.
VIDEO: DWS ON THE YEAR AHEAD
Ferdinand Haas, managing director and head of product EMEA & APAC at DWS, sees strong demand for Asian credit supported by massive regional inflows.
Economics, not emotion, with HK equities
The economy, market and sentiment in Hong Kong continues to slide downward, but don’t look for bargain stocks, advises Isaac Poole, chief investment officer at Oreana Financial Services in Hong Kong.
Would you invest in a space exploration fund?
‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.
Is the expensive Vietnam market worthwhile?
ETF inflows in recent years have made Vietnam’s large-cap stocks more expensive, according to Dragon Capital.
Why no one has launched an ESG ETF in Hong Kong
Separately, leveraged and inverse (L&I) products and a number of China-focused thematic ETFs have grown popular in Hong Kong.
Boutique PB hopes to fill WM niche
Despite Asia’s talent shortage and competitive landscape, the Singapore arm of Liechtenstein-based VP Bank aims to be a wealth management specialist.
