There are opportunities for collaboration with smaller firms to meet their sustainable development goals (SDGs) while also enhancing investment returns, according to Hermes small- and mid-cap head Hamish Galpin.
Category: Industry views
Lessons learned from investment mistakes
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
Mitigating risk in a high yield bond portfolio
Holding bonds with short maturity dates or which are likely to be refinanced will enhance returns and reduce volatility in a sub-investment grade bond fund, according to Insight’s Ulrich Gerhard.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Fullerton to expand WFOE business
The Singapore-headquartered firm is looking at adding more investment staff and obtaining a QDLP licence.
ASI sets Apac growth plan
Two years after a mega merger, ASI is still light in Asia. Andrew Hendry, head of Apac distribution, explains growth plans in Apac, where he says the industry is starting to change dramatically.
JPMAM finds value in emerging market dividends
Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Citi calls for cautious risk-on in 2019
A symbol for 2019 markets is not a charging bull, but maybe a strolling one. Julie Koo, managing director and head of Citi’s private bank investment management sales, explains.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
Robos face headwinds in Hong Kong
Hong Kong-based 8 Securities is preparing to launch a new robo-advisory platform, but investor education efforts are sorely needed.
