Fixed income managers have promoted products with highly flexible mandates in response to shifting investor sentiment.
Category: Industry views
China’s weak growth signals short-term pain
China’s annual GDP growth was the lowest in 28 years, and First State’s Martin Lau sees it as a risk to asset prices.
Beware of `concept stocks’ in fintech
Investors looking at listed fintech companies should closely monitor profitability, according to Patrick Lemmens, Rotterdam-based executive director for trends investing at Robeco.
Robos gain traction with distributors in Asia
Hong Kong-based robo advisory Magnum Research has partnered with a number of distributors and institutions in the region.
How much should managers pay for research?
Sell-side research on individual countries in Asia-Pacific and sectors in the US are more valuable to managers than research on individual companies, according to a study conducted by S&P Dow Jones Indices.
Green bonds are far from equity counterparts
The ESG element of green bonds has no impact on performance, according to Julien Bras, portfolio manager for fixed income at Allianz Global Investors.
Morgan Stanley backs China’s onshore bonds
These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Manila’s Atram sees strong feeder fund inflows
Despite the October downturn, global feeder funds managed by Atram Trust in Manila saw strong inflows, according to director Andrew Caw.
Video: First State on ESG investing
Christy Goh, director of intermediary business, explains how First State embeds ESG into the investment process.
Jupiter revamps financial fund
The strategy of a financial sector fund run by the firm for 12 years has been revised to address financial innovation.
