Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
Category: Video interviews
Video: Amundi on ETFs and smart beta
Sunny Leung, head of ETF, indexing and smart beta sales, North Asia, tells FSA what types of fixed income instruments to buy and why he still prefers equities to high yield.
Video: Old Mutual Global Investors on gold and silver
Ned Naylor-Leyland, fund manager at Old Mutual Global Investors tells FSA which precious metal he favours, and where he sees most value.
Video: First State Investments on infra investing
Trent Koch, portfolio manager at First State Investments, explains the opportunities and risks in infrastructure investing.
Video: Newton IM on GEM equities
A highly-concentrated portfolio held over the long-term is the best way to invest in global emerging markets, according to Sebastien Brown, investment specialist at Newton Investment Management, a wholly-owned BNY Mellon company.
Video: Janus Henderson on bonds
Should high yield exposure be minimised in a rising rate environment? Matthew Argent, client portfolio manager, answers three questions on fixed income investing.
Video: Legg Mason on fixed income investing
With interest rates rising, Joseph Larkin, director of business development and client service in Asia-Pacific for Legg Mason affiliate Brandywine Global, discusses positioning in global fixed income.
Video: JP Morgan on China investment in 2018
The Chinese government is encouraging a dividend-paying culture, which will benefit a China income strategy, explains Janet Tsang, client portfolio manager and executive director.
Video: Investec on factor investing
You have to understand what you own, said Investec’s Mark Breedon, explaining what separates his firm’s factor approach from smart beta.
Video: Nikko Asset Management on ESG investing
James Alexander, global head of multi-asset at Nikko Asset Management, answers three questions about his firm’s ESG approach to investing.
