Industry views Archives - Page 87 of 164

Asia bonds in a ‘rare sweet spot’: Western Asset

Key risks for the asset class have subsided in synch, creating favourable conditions, according to the Legg Mason affiliate firm.

Corporate earnings growth and government policies support Chinese equity allocations, the UBS CIO advises its wealthy clients.

The bank’s head of fund selection warned that certain triggers could result in strong ‘indiscriminate’ ETF outflows that will impact markets.

Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.

China’s onshore defaults will surpass last year’s total, but Wong Yii Hui said her highly-concentrated portfolio avoids certain companies.

Fund managers are also responsible for setting expectations on how companies should disclose ESG information, SSGA says.

The new portfolio manager has recently moved from under- to overweight China equities, citing “compelling value”.

The market segment is believed to be underserved by boutique wealth managers.

Asia’s regulators, more than private banks, have been driving ESG-focused investing, though the latter have started to make ‘less formal’ inquiries.

Sydney-based Raiz Invest aims for expansion in Southeast Asia, but does not have any intentions of tapping the Hong Kong and Singapore markets.