Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
Category: Industry views
Nikko picks specific onshore bonds
China’s onshore defaults will surpass last year’s total, but Wong Yii Hui said her highly-concentrated portfolio avoids certain companies.
ESG disclosure is not one-way
Fund managers are also responsible for setting expectations on how companies should disclose ESG information, SSGA says.
Gam manager loads up on China
The new portfolio manager has recently moved from under- to overweight China equities, citing “compelling value”.
Robo targets ‘emerging HNWIs’
The market segment is believed to be underserved by boutique wealth managers.
Are regulators pushing too hard on ESG?
Asia’s regulators, more than private banks, have been driving ESG-focused investing, though the latter have started to make ‘less formal’ inquiries.
Aussie robo eyes Thai market
Sydney-based Raiz Invest aims for expansion in Southeast Asia, but does not have any intentions of tapping the Hong Kong and Singapore markets.
Oreana makes strong turn away from risk
Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.
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.
