Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Category: News
Fund to target share-backed company loans
Using company shares as collateral, a private debt fund will lend to Hong Kong-listed companies, something private banks used to do, according to Ching Ching Lam, chairwoman of Charismatic Capital.
Axa IM launches tech fund in Thailand
Axa Investment Managers has partnered with two domestic asset management firms in Thailand to launch its technology-focused fund, according to a statement from the firm.
FE Advisory extends model portfolio strategy
FE Advisory Asia has rolled out model investment portfolios tailored for Axa in Hong Kong, extending the FE portfolio range to reach IFAs.
HEAD-TO-HEAD: Jupiter vs Franklin Templeton
FSA compares the Jupiter GF Dynamic Bond Fund with the Templeton Global Total Return Fund.
The FSA Spy market buzz – 11 May 2018
Value Partners hires, The Dow, DBS fintech, Emerging market exits, Banker’s Club horrors, Risk ratings, Coming to Asia, Advertising from M&G and Fidelity and much more…
JO Hambro: Tax cuts to benefit US small caps
The US tax cut bill, passed at the end of 2017, is going to disproportionately benefit small and mid-cap companies beginning in 2019, argues JO Hambro’s senior fund manager Vince Rivers.
Vanguard: A soup of China’s share classes is best
Investing across all share classes within the Chinese equities universe will provide more diversification benefits for investors, argues Cyrus Mui, Hong Kong-based head of product research for Asia at Vanguard.
In case you missed it (11 May 2018)
Pinebridge hires Amundi veteran; Singapore’s IMAS names new CEO; London-based Architas enters Hong Kong market; China-based ICBC-Axa Life establishes asset management firm; SFC introduces guidelines on instant messaging; China extends RQFII programme to Japan; and more…
HK advisory targets private bank client base
Everbright Sun Hung Kai (EBSHK), a subsidiary of Hong Kong-listed Everbright Securities, has expanded its wealth management service to attract more high net worth clients in Hong Kong.
