Private bank and wealth management clients in Asia are slowly putting more money in discretionary mandates, but they still account for a small portion of assets under management, according to Pictet WM and Deutsche Wealth.
Category: News
Jupai in product shift away from fixed income
NYSE-listed Chinese wealth manager Jupai has been moving out of bond products for its wealth management clients and has reported a 28% rise in first quarter net profit.
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Video: Lazard on convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager, analyst, Lazard Asset Management.
Is short-term high yield debt better?
Short-dated high yield bonds provide protection against rising interest rates, but low liquidity puts brakes on the ability of funds investing in them to grow, according to BNY Mellon’s Ulrich Gerhard.
Investors missing correlation alert, says NB
As correlation between stocks and bonds increases, Neuberger Berman’s multi-asset and quantitative team has made several changes to portfolios, according to Erik Knutzen, the firm’s New York-based chief investment officer for multi-asset class strategies.
FSA Long-Term Investing Forum Hong Kong
We present photo highlights of the FSA Long-Term Investing Forum Hong Kong 2018, which was held on 24 May at the Island Shangri-La Hotel.
China equities get neutral rating from BOS
China’s credit bubble and a possible trade war with the US has put the bank between bull and bear, according to Lousia Fok, China equity strategist at Bank of Singapore.
HEAD-TO-HEAD: First State vs Value Partners
FSA compares the First State Asian Equity Plus Fund and the Value Partners High-Dividend Stocks Fund
The FSA Spy market buzz – 25 May 2018
Investec hires, so does LGIM (apparently); Standard Chartered selects; Fund selectors predict; Misleading PR releases; Competition in Singapore; Gold charts and much more.
