Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Category: Industry views
Citi calls for cautious risk-on in 2019
A symbol for 2019 markets is not a charging bull, but maybe a strolling one. Julie Koo, managing director and head of Citi’s private bank investment management sales, explains.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
Robos face headwinds in Hong Kong
Hong Kong-based 8 Securities is preparing to launch a new robo-advisory platform, but investor education efforts are sorely needed.
Bullish Invesco positions bond fund for trade deal
A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
Pictet WM eyes Indonesia, China clients
The firm also claims that its pure discretionary business in Asia is higher than the average in the region, according to Claude Haberer, equity partner and CEO for Asia-Pacific.
Allianz joins the Asian high yield chorus
Last year’s economic headwinds have turned into tailwinds since the start of the year and will support Asian credit, argues Allianz Global Investors’ David Tan.
Video: M&G on the European ABS market
European asset-backed securities can offer strong safeguards as well as an income stream, argues Matthew Wardle, portfolio manager.
Real ESG mandate a decade away in Asia
Pictet Wealth Management talks to FSA about ESG, the launch of an Asia bond discretionary mandate and the fund selection process.
Earnings surprises needed for Greater China gains
Stock markets in Greater China have already risen to fair valuations, so positive shocks are required to sustain further rises, according to Henry Chan, chief investment officer of BEA Union Investment.
