The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Category: Video interviews
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.
Video: BNY Mellon IM on income investing
Charles Martin, portfolio specialist BNY Mellon affiliate Insight Investment, discusses global short-dated high yield investing.
VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS
Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.
VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING
Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.
VIDEO: DWS ON THE YEAR AHEAD
Ferdinand Haas, managing director and head of product EMEA & APAC at DWS, sees strong demand for Asian credit supported by massive regional inflows.
Video: M&G on ESG and high yield
James Tomlins, manager of the firm’s Global High Yield ESG Bond Fund, uses three steps when applying ESG to high yield.
