The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
Category: News
JPMAM: Keep an open mind to recessionary slide
Though the firm does not expect a US recession over the next 12-18 months, Hui Tai, managing director and Asia chief investment strategist, recommends tweaking client portfolios now to adopt a more defensive position.
EM debt faces resiliency test
Despite the sell-off in emerging market debt that started at the end of April, the current environment is still resilient, according to Raoul Luttik, senior portfolio manager at Neuberger Berman.
Returns only a part of HNWI satisfaction
Wealth managers should go beyond a pure functional role and work more on the personal connection with high net worth clients, according to David Wilson, head of Asia wealth management at the consulting firm Capgemini.
Video: FSA Multi-Asset Masterclass Bangkok 2018
FSA presents video highlights of its inaugural Multi-Asset Masterclass, which was held on 14 June at the Anantara Siam Bangkok Hotel.
HEAD-TO-HEAD: JP Morgan vs Standard Life Investments
FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
The FSA Spy market buzz – 15 June 2018
Hiring at Kasikorn; Fund selector cynicism; Kim and Air China; Saudi Arabian investments; Battery funds; World cup fever; Cryptocurrency amusement; advertising from AB and Bosera; and much more…
Does low volatility mix with high dividends?
Seeyond’s Asia-focused smart beta product aims for minimum volatility with high dividend yield instead of returns based on pure fundamental stock-picking, according to Nicolas Just, deputy CEO and chief investment officer of the Natixis affiliate.
Malaysia’s Kenanga partners with Yuanta
Kuala Lumpur-based Kenanga Investors has entered into a strategic partnership with Taipei-based Yuanta Securities Investment Trust to develop exchange-trade funds in Malaysia.
FSA Multi-Asset Masterclass Bangkok 2018
FSA presents photo highlights of its inaugural Multi-Asset Masterclass, which was held on 14 June at the Anantara Siam Hotel in Bangkok.
