Japan emerged from recession in the fourth quarter of 2014, but there could still be further policy easing from the country’s central bank, according to Keith Wade, chief economist and strategist.
Category: News
Income investing opportunities
Income investing opportunities are available across a range of asset classes despite the low yield environment, attendees heard at Fund Selector Asia’s recent Income Forum in Singapore.
Europe will surprise to the upside
The Liechtenstein-based bank makes contrarian calls on Europe and China equities because institutional cash holdings remain high, risks are already priced in and growth drivers are clear.
The multiple paths to income
An income strategy is not limited to a bunch of conventional bonds, delegates heard at FSA’s Income Forum in Hong Kong last week. In fact, there are plenty paths that lead to consistent income. Here are three.
Global dividends set for a breather
Last year, global dividends soared to a record high of $1.17trn, but are likely to see flat growth in 2015, according to Henderson Global Investors.
European equities on managers radar
Portfolio managers are generally upbeat on European equity markets, while they have turned less sanguine over bonds, according to a survey by the Hong Kong Investment Funds Association.
Investec stock connect in Lux range
Investec Asset Management has become one of the first companies to utilise the Shanghai-Hong Kong Stock Connect programme within a Luxembourg domiciled UCITS fund range.
Pension funds manager underperformance
Pension funds dominate the Japans asset management industry, but they are becoming less tolerant of underperforming managers and also their investment horizon is reducing, according to a new research from Cerulli Associates.
China A versus H share strategies
Which has the best potential to outperform, an A-share-focused fund or one that invests mainly in H-shares?
Low oil little benefit to China
Falling oil prices will not have a significant impact on China, according to Andy Rothman, investment strategist at Matthews Asia.
