Since the recent inclusion of China A-shares in mainstream indices, global investors have been looking more closely at company ESG ratings.
Category: Industry views
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.
SFC to relax regs on foreign-listed ETFs
Hong Kong’s regulator is responding to the demand for access to the plethora of offshore-listed ETFs.
Why investors should take a second look at Japan
Macro numbers do not reflect the performance of Japan equities, according to a Matthews Asia fund manager.
Schroders places risk-on bets
The UK asset manager is positive on equities and credit as recessionary fears subside and the prospects for a trade deal improve.
Indosuez Wealth expects riskier FMPs
Separately, the head of discretionary portfolio management said the firm is using thematic products and ETFs for clients’ portfolios.
Barings upbeat on A-shares in 2020
Despite headwinds, the firm believes its first China onshore fund will enter a benign market environment in 2020.
Janus Henderson on global real estate
Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.
China AMC says L&I ETFs lack variety
The few leveraged and inverse exchange-traded funds in Hong Kong tend to follow one of three indexes.
BNY Mellon IM on high yield investing
The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.
