Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.
Category: Industry views
JPMAM: ESG enhances fixed income performance
Data suggests an ESG overlay improves returns and and reduces volatility for corporate bond investors, according to quantitative research by JP Morgan Asset Management.
Foreign inflows spark ESG interest in China
A-share inclusion on major indices has led to interest among Chinese businesses in improving the ESG profile, according to Robeco.
Investors shifting to safe mode, says Indosuez Wealth
The bank joins peers in going mainly neutral equities with a defensive tilt, as clients move money into fixed income.
A look at alts as an income source
As interest rates stay low for longer, JP Morgan Asset Management sees alternative investments as a source of harder-to-find income.
Majority of funds are ‘average’, says UOB PB
The bank also makes use of ETFs in certain markets where active fund managers are having difficulty outperforming their benchmarks.
Fullerton targets Singapore retail base
The firm hopes a home bias strategy will differentiate its new multi-asset fund series from the flood of peer funds.
UOB PB questions ESG definitions
The bank is also looking at adding ‘liquid private markets’ products to its platform and is steering away from narrow thematic products.
UBS WM joins the portfolio protection parade
The private bank is the latest wealth manager to essentially steer neutral, but recommend a tilt toward portfolio protection.
Thailand ripe for multi-asset, says TMB Eastspring
Separately, the Thai joint venture firm aims to directly manage some of its funds in Thailand.
