This year, specific equities should continue to perform well, but investors are advised to avoid adding more fixed income, according to John Cappetta, head of managed product sales at Julius Baer in Singapore.
Category: News
BEA Union: Asian bonds face rate hikes and defaults
Focusing on higher quality and short-dated bonds will help ease the risk of defaults in Asian USD-denominated bonds, said Pheona Tsang, head of fixed income at BEA Union Investment.
How JP Morgan AM sizes up equity valuations
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
Thai investors plow $590m into REIT fund
TMB products were among the best and the worst in terms of first half fund flows in Thailand, according to Morningstar data.
Invesco: US tariffs turn China toward Belt and Road
As trade tensions with the US rise, China’s commitment to the Belt and Road Initiative (BRI) should deepen, according to Ken Hu, the firm’s chief investment officer for Asia-Pacific fixed income.
Singapore AM industry breaches S$3trn
Assets in Singapore’s asset management industry increased 12.7% in 2017, according to Ravi Menon, Monetary Authority of Singapore’s managing director.
Coco and China fixed income at top and bottom in Q2
Coco funds are among best fixed income performers while China-focused funds were among the worst on a three-year return basis at the end of the second quarter.
Chinese HNW move toward wealth preservation
Wealth managers in China have to be more pro-active about promoting and educating clients about wealth preservation solutions, according to An Kelles, Hong Kong-based business development director for Greater China at Jersey Finance.
Asian HY defaults may hit 3%: Manulife AM
Defaults on Asian high yield corporate bonds may surpass the 2.9% level reported in 2015 due to difficulty in refinancing debt, said Jimond Wong, managing director and senior portfolio manager for Pan-Asia bonds at Manulife Asset Management.
Green funds turn red amid trade tension
The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
