Columbia Threadneedle and Value Partners have exited the Taiwan fund market, but ASI intends to step up efforts by developing locally-domiciled funds and tailoring its offshore funds to fit local demand.
Category: News
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Foreign managers seek more China assets
US-based firms, including Bridgewater Associates and State Street Global Advisors, have become new licence holders in China’s quota programme that allows them to invest in the country’s onshore markets.
Greater China Top Trumps – HKD vs RMB fixed income
This week FSA compares two fixed income sectors — Hong Kong dollar and renminbi funds available for sale in Hong Kong.
Wealth manager Oreana stocks up on alts
Alternative assets in client portfolios should be increased beyond the current 20%-25% to protect against periods of volatility and a coming US recession, according to Isaac Poole, Oreana Private Wealth’s recently appointed CIO.
Blackrock’s Swan overweight India, Indonesia
Asia equities have been down year-to-date, but Andrew Swan, head of Asian and global emerging market equities, believes the reason is negative investor sentiment, which is at odds with positive corporate fundamentals.
Dimensional in aggressive Asia fund push
US-based Dimensional Fund Advisors is awaiting regulatory approval from the Monetary Authority of Singapore for nine funds to be sold in the Lion City, according to records from the regulator.
Mutual fund Top Trumps – US small-cap equity
This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Trade conflict aimed at China’s industrial project, says Robeco
US trade actions against China are actually targeting China’s 2025 project, a government initiative intended to move the mainland up the tech value chain, according to Victoria Mio, the firm’s chief investment officer for China.
