The potential for rapid growth, once seen as a unique selling point of emerging markets, is now a characteristic of the burgeoning frontier sector, writes Thomas Watts, investment analyst at City Asset Management.
Category: News
Portfolio stress test
A team of quants and ex-portfolio managers from Natixis uses institutional tools to provide a free portfolio risk assessment to wealth managers in Asia.
Asia pension funds stepping up alternatives
Pension funds in Asia Pacific are making a major shift in allocation, increasing exposure to risky investment classes over the next three years in order to boost returns, according to a State Street study.
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
The potential for China ETFs
China equities have been in a spotlight with the Stock Connect going live earlier this week and the government’s continued measures to open up the onshore market for global investors.
The value of direct contact
Most fund managers in Asia add value compared to their counterparts in developed markets because they personally visit companies across Asia’s diverse landscape, said Todd James, head of investment services and advisory at Lombard Odier in Hong Kong.
First State Lau on expanding dividend universe
Dividend yields are harder to find in Asia today than they were ten years ago, but India offers some attractive ideas, said First State’s Martin Lau, director, Greater China equities.
Global dividends at record high
Global dividends reached a record of $288bn in the third quarter, registering a 3.8% year-on-year growth with the US remaining the main driver followed by emerging markets, according to the Henderson Global Dividend Index.
Legg Mason developing liquid alternatives
In line with the move to more customised strategies, Legg Mason is trying to develop alternative products in asset classes such as private equity and real estate that also have the daily liquidity investors crave, said Joe Sullivan, the firm’s chairman and chief executive officer.
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
