For this year’s International Women’s Day, Fund Selector Asia talked to four experts in Hong Kong and Singapore on their experience as women working in the fund industry.
Category: Video interviews
Capitalising on a changing landscape in China
Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.
Janus Henderson on global real estate
Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.
BNY Mellon IM on high yield investing
The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.
Video: T Rowe Price on emerging market investing
Value investing in emerging markets is largely ignored, but watch out for value traps, explains Irmak Surenkok, portfolio specialist in the equities division.
Video: Franklin Templeton on emerging markets investing
The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Video: Hermes IM on multi-asset investing
Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.
Video: Aviva Investors on multi-asset investing
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.
Video: Vanguard Investments on return assumptions
Although the outlook for return assumptions across asset classes has been lowered, Vanguard product specialist Andy Ng identifies specific opportunities.
Video: TT International on China equities
Look for opportunities in China’s domestic consumption space, says portfolio manager Marco Li.
