A divergence in country-level dynamics and continued China headwinds curb the firm’s enthusiasm for Asian bonds, despite expectations of a broad asset price recovery.
Category: News
Betting on beaten down European equities
Cheap valuations and earnings growth could be a catalyst for Europe this year, according to Ferdinand Cheuk, portfolio manager for global equities at Franklin Templeton Investments.
Deutsche Wealth pulls from Credit Suisse for new role
The bank has hired Credit Suisse’s Asia-Pacific head of portfolio solutions to fill the APAC head of advisory role.
China’s weak growth signals short-term pain
China’s annual GDP growth was the lowest in 28 years, and First State’s Martin Lau sees it as a risk to asset prices.
Beware of `concept stocks’ in fintech
Investors looking at listed fintech companies should closely monitor profitability, according to Patrick Lemmens, Rotterdam-based executive director for trends investing at Robeco.
Fidelity launches its fourth onshore Chinese product
Only a handful of foreign managers have launched multiple products in China’s private fund market.
HEAD-TO-HEAD: Legg Mason vs Schroders
FSA compares two US equity funds with contrasting market cap styles: the Legg Mason Clearbridge US Large Cap Growth fund and the Schroder ISF US Small & Mid Cap Equity fund.
The FSA Spy market buzz – 18 January 2019
Pimco loses, Blackrock hires, so does Janus Henderson; M&G change; Capital Group moves and Wellington Management is hiring; Jack Bogle, BNY Mellon IM logo, advertising and much more.
Photo gallery: FSA Awards Singapore 2019
FSA presents photo highlights of the awards luncheon held on January 17 at the Tower Club in Singapore.
Barings launches two fixed income funds
The launch of the two funds comes at a time when the sentiment for fixed income products in Asia is mixed.
