Ivan Fong, vice president and senior product manager, sees opportunity in local currency EM bonds, but is closely watching trade tensions between China and the US.
Category: Industry views
Video: Janus Henderson on Asia innovators
Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.
Video: New Capital on Asia innovation
Chris Chan, portfolio manager at EFG AM’s New Capital, focuses on investing in innovative Asian companies with visionary leadership.
Video: BNY Mellon on investing in mobility
George Saffaye, global investment strategist at BNY Mellon IM, sees prime opportunities in the theme of mobility innovation.
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
Video: BNPP AM on investing in water
Earnings growth tends to be strong in water-related equities, says Hubert Aarts, co-head of listed equities at Impax Asset Management, who manages an ESG-themed water fund.
UBS Wealth seeks more China-focused products
Qualitative factors such as after-sales service and management team calibre are what influence the bank’s fund selection process, according to Jansen Phee, Singapore-based head of fund investment solutions for Asia-Pacific.
Video: M&G on multi-asset investing
Volatility is back, but global growth remains robust, says Graziano Creperio, investment specialist.
Video: Man GLG on European growth investing
Avoid European companies that are too reliant on macro economics and focus on those with a strong market position, argues Rory Rowe, lead portfolio manager for the Pan-European equity growth strategy at Man GLG.
Video: Matthews Asia on Asia equities
Negative headline news about China has resulted in good A-share companies trading at low valuations, says Robert Horrocks, chief investment officer and portfolio manager.
