Bank J Safra Sarasin has drastically changed its view of Japan equities from being optimistic on the asset class six months ago, according to Philipp Bärtschi, the private bank’s Zurich-based chief investment officer.
Category: Markets
BoS and Japan’s SMBC Trust in HNW pact
Bank of Singapore and Japan-based SMBC Trust Bank have said they will partner to serve Japanese high net worth clients seeking offshore investments.
Feeder fund assets in Philippines up 57%
Manila-based Security Bank has launched an Apac-focused fund managed by Mitsubishi UFJ AM, underscoring the growth of feeder fund arrangements.
Axa IM launches tech fund in Thailand
Axa Investment Managers has partnered with two domestic asset management firms in Thailand to launch its technology-focused fund, according to a statement from the firm.
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
Credit Suisse targets Philippines’ growing wealth
Credit Suisse is targeting the Philippines’ wealth management industry with the establishment of a representative office in the country, according to statement from the firm.
Thailand may get bond fund tax
Kasikorn AM’s Benjarong Techamuanvivit gives FSA an update on both Thai regulations and where she sees product demand.
V is for Vietnam, not volatility
Despite the return of market volatility, a Vietnam equity fund managed by JP Morgan Asset Management has soared to the top as best performer, according to data from FE Analytics.
Natixis IM swaps out Taiwan master agent
In Taiwan, Natixis Investment Managers has dropped a lengthy master agent relationship with Fubon Asset Management and instead linked with CTBC Investments.
SPIVA: Few of Japan’s active managers beat the index
Most Japan equity fund managers investing internationally have a hard time outperforming their indices over the long term, according to S&P Dow Jones Indices’ semi-annual SPIVA Japan report.
