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: Rest of APAC
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.
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.
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.
A look inside T Rowe’s Japan fund
Holding positions for five years on average, the T Rowe Price Japanese Equity Fund invests in Japanese companies undergoing transformation, explains Archibald Ciganer, portfolio manager.
Japan may be lifeline for passporting scheme
Fund managers joining the Asia Regional Funds Passporting (ARFP) scheme are likely to find the best opportunities in Japan, according to Andrew Gordon, Hong Kong-based managing director for Asia at RBC Investor and Treasury Services.
Is the Japanese equity rally losing steam?
Joel Le Saux, manager of the Japan opportunities fund at SYZ Asset Management, argues the Japanese equity rally won’t last.
Foreign managers expand in Taiwan
Foreign fund managers set up in Taiwan are growing their presence, with a number of firms seeing more demand for their locally-domiciled funds.
Asia’s fund selectors bullish on Apac ex-Japan
The worst performing Asia-Pacific ex-Japan funds last year still reported double-digit returns, and Asia’s fund selectors told FSA they intend to stock up on the asset class in 2018.
