US equity valuations have become cheaper, but investors can find more value elsewhere, argues Norman Villamin, Zurich-based chief investment officer for private banking at Union Bancaire Privée.
Category: Rest of APAC
Fixed income assets nearly double in Taiwan
Taiwan investors poured $2.2bn into renminbi bonds last year and fixed income products accounted for 80% of net inflows, according to data from Morningstar Direct.
Korea outpaces HK in ETF assets
All markets in Asia-Pacific saw growth in AUM for ETFs in the first half of 2018, except Hong Kong and Singapore, according to Cerulli Associates.
Amundi to acquire Mirae’s Taiwan fund business
The acquisition will enable the French firm to develop onshore funds in Taiwan.
Japan equity funds tend to beat benchmarks
More domestic equity funds in Japan outperformed their benchmark indices than foreign equity funds, according to an S&P Dow Jones Indices report.
Invesco, Schroders double assets in Taiwan
But Eastspring and Pinebridge had some of the highest outflows, according to year-to-date figures from Morningstar.
Nomura to buy stake in Julius Baer’s Japan unit
The deal will help the Swiss firm access more local high net worth clients.
Where to find alpha in Japan
Most investment into Japan goes into the more famous names, but local companies are undergoing the real revival, says Shigeka Koda, CEO of Singapore-based Four Seasons Investments.
Principal Global goals include Taiwan operation
Operations in Taiwan and Korea, increasing its stake in its China joint venture and launching more products across Asia are among the firm’s aspirations in the region, according to the firm’s executives.
PineBridge Japan Small Cap Equity
The top performer was the PineBridge Japan Small Cap Equity Cl Y USD
