The firm hopes a home bias strategy will differentiate its new multi-asset fund series from the flood of peer funds.
Category: Industry views
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.
Robeco seeks safety with IG bonds
A weakening global economy and declining corporate earnings have turned Robeco SAM’s fixed income strategy defensive, according to the firm’s Singapore CEO.
Schroders: High yield shaky as growth slows
A majority of Schroders’ global credit income fund is invested in investment grade bonds.
Equity run is not over, SSGA says
State Street Global Advisors is positioning its funds “defensively in an active way” as it expects a slowdown not a recession, according to the asset manger’s Asia Pacific head of investments.
Eastspring’s call: US equities over all others
A buoyant domestic economy should support US equities, while incremental yield can be earned with Asia high yield bonds and selective carry currencies.
High yield too expensive, says Amundi
The expected July interest rate cut in the US is unlikely, according to Boston-based Ken Taubes, chief investment officer for Amundi.
Why Jollibee fits T Rowe manager’s taste
Portfolio manager Eric Moffett prefers stable companies to high growth businesses in Asia.
