China’s onshore corporate bonds are expected to have more defaults, according to BNPP AM, but offshore China high yield is a different story.
Category: Industry views
Video: Alliance Bernstein on ESG investing
Aditya Monappa, senior investment strategist for multi-asset & alternatives, explains how his investment team goes beyond exclusionary ESG investing.
BNPP AM sets ESG fixed income goal
All of the firm’s EM fixed income products are expected to be ESG compliant this year, as the 2020 target for firm-wide integration continues.
Applying ESG to HY bonds
ESG principles can be integrated into the high yield bond selection process, and the most effective way is by using both external and internal methods, according to an M&G fund manager.
The human check on quant fund risks
After software generates a quant portfolio, the fund manager monitors for unforeseen concentration risk, according to the managing director of Natixis IM affiliate Seeyond.
EM as a source for unconventional high yield
High interest t-bills and overweights in Egypt and Nigeria aim to support a fund with a 7%-plus income distribution yield, according to Capital Group’s fixed income investment director.
Ex-Pictet group moves into thematic funds
Ex-Pictet AM managers co-founded a firm under Natixis IM and have launched similar thematic products.
Pictet reveals overweights in Asia fund
Chinese insurers and specialty financial stocks are at attractive valuations and should eventually post superior returns, according to Kiran Nandra, Pictet AM’s emerging market senior product specialist.
Watching links between ESG and financials
A sharp ESG profile should be coupled with clear financial performance, according to NN Investment Partners.
Why cash is critical in a China multi-asset fund
UBS Asset Management’s China-focused multi-asset product has reduced cash holdings since last year, but the manager remains neutral.
