Trade war talk is largely “rhetoric driven by a deal-making president in an election year”, according to Rupert Hope, portfolio manager on the Lazard multi-asset investment team.
Category: News
In case you missed it (22 June 2018)
UOB’s copywriting fail; South Korean managers launch “unification funds”; UOB AM launches alts fund for retail investors; Malaysia’s Affin Hwang establishes private equity arm; Janus Henderson names new head of Asia distribution; institutional investors embrace ESG integration; and more…
Citi PB goes overweight on A-shares
This year China A-shares are Citi Private Bank’s biggest call globally, according to Roger Bacon, head of investments for Asia-Pacific, while fixed income in client portfolios is getting intense focus.
Harvest aims to be China’s first global house
Ambitions run high at Harvest, where foreign offices and acquisitions outside of China form part of the firm’s strategy to become the first global Chinese asset manager, said Ashley Dale, chief business development officer at Harvest Global Investments (HGI).
A look at China equity funds in volatile markets
Equity fund managers who perform best among peers during specific China market volatility are not among the best when global markets plunge.
China’s asset managers eye European investors
More China-based asset managers are expected to internationalise and target European investors, according to Alessandro Silvestro, Hong Kong-based managing director for Asia-Pacific at Lemanik Asset Management.
CoCos: A bet on banks’ financial health
Contingent convertible (coco) bonds carry conversion risk but promise high yield with low volatility and diversification, according to Lloyd Harris, London-based fixed income fund manager at Old Mutual Global Investors.
Looking for alpha in Japan’s small caps
Some of Japan’s under-researched small- and mid-cap companies may be hidden gems that the broader investment world knows little about, according to Sophia Li, portfolio manager at First State Stewart Asia.
FE Advisory Asia Portfolio review – May 2018
FE Advisory Asia’s model portfolios eked out gains in May, buoyed by returns in US and Japanese equities. The firm also re-balanced its portfolios last month.
Samsung AM debuts Chinese internet ETF in HK
Preparing for the planned ETF Connect, Samsung Asset Management has launched a passive product tracking a large-cap China internet companies index.
