Look for opportunities in China’s domestic consumption space, says portfolio manager Marco Li.
Category: Industry views
Video: BNY Mellon IM on income investing
Charles Martin, portfolio specialist BNY Mellon affiliate Insight Investment, discusses global short-dated high yield investing.
‘New China’: A smoother ride through trade tensions?
Fidelity’s Raymond Ma overweights China’s new economy companies and says smart technologies can address old economy deficiencies.
UBS Wealth adds HY to ESG strategy
The firm has again partnered with Hermes Investment Management to manage a sustainable product that is exclusive for UBS Wealth clients.
When will factor-based strategies take off in Asia?
Few private banking end-investors in the region are asking about factor investing, according to Invesco.
Some cocos are still risky, Merian says
The European banking sector has strengthened, but Merian Global Investors believes that not all contingent convertible (coco) bonds are attractive.
Phatra WM eyes Thailand’s self-managed wealth
Assets of Thailand’s do-it-yourself investors exceed that of clients in the private bank system, according to the head of wealth management at Phatra Wealth Management.
VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS
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.
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.
