The bank joins peers in going mainly neutral equities with a defensive tilt, as clients move money into fixed income.
Category: Industry views
A look at alts as an income source
As interest rates stay low for longer, JP Morgan Asset Management sees alternative investments as a source of harder-to-find income.
Majority of funds are ‘average’, says UOB PB
The bank also makes use of ETFs in certain markets where active fund managers are having difficulty outperforming their benchmarks.
Fullerton targets Singapore retail base
The firm hopes a home bias strategy will differentiate its new multi-asset fund series from the flood of peer funds.
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.
