A collection of “unorthodox asset classes” could be one way to squeeze out a sustainable income stream, argues Aberdeen Standard Investments.
Category: Industry views
M&G snubs fixed income assets
Currently the firm’s mixed asset strategies hold more cash than fixed income, according to Craig Moran, London-based fund manager at M&G Investments.
Vanguard: No rush to launch funds in China, HK
The firm has more than doubled its China staff, but not one of them is involved in investment management.
Are you ready for the ‘complex product’ regs?
The difficulty lies in the distribution side collecting information on complex products from asset managers.
TT International hunts for China themes
The London-headquartered firm is also planning to expand its client base in Asia to include wholesale investors.
The problem with growth investing
Investors may find better opportunities in dividend-paying companies than growth stocks, argues Newton IM’s Nick Clay.
ESG goes beyond risk management, says Hermes
ESG ratings typically do not account for management efforts to improve, and companies with poor scores may be worth a closer look.
First State reduces India equity exposure
Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.
Will volatility boost fixed term fund appeal?
BNPP AM has raised $170m from private banks in the region for a fixed maturity plan, according to Karan Talwar, Hong Kong-based investment specialist for emerging market fixed income.
Fund passport scheme aims for February launch
After nearly six years of planning, the Asia Regional Fund Passporting (ARFP) scheme is expected to launch next month, but the excitement over it has waned.
