Some Asian investors are more weighted toward US equities than they have been in the past, but a repeat of this year’s US market performance is unlikely in 2015, said Tristan Camp, investment specialist.
Category: News
First Lux UCITS approved Hong KongShanghai stock
Regulators have approved the first Luxembourg UCITS to invest in China’s A-shares through the Hong Kong-Shanghai stock connect program.
BlackRock Asian equities in 2015
Asian equity markets are likely to offer improved returns in 2015 as the overall environment shifts toward easy monetary policy conditions, though the preference is for India and North Asia, said Andrew Swan, head of Asian equities at BlackRock.
Harvest draws most capital
Harvest Global Investment, a mainland asset manager, has attracted $2bn in capital for its new funds in Q3 2014, led by its domestic product that can invest in state-owned enterprises.
Baring AM awarded RQFII licence
The RQFII licence will allow Baring Asset Management direct access to mainland Renminbi-denominated equity and fixed income securities.
Russia funds
Over the past 12 months, the best performing Russia-weighted fund had a negative 19.5% return.
China easing measures supporting local stocks
Following the recent rate cut by China’s central bank, asset managers said they expect the announcement of further easing measures, which are likely to be supportive of stock markets.
High yield bonds losing allure
The compensation for credit risk in high yield bonds has fallen below the 10-year average, writes Peter van der Welle, strategist at Robeco.
Local partnerships must for global AMs
Foreign asset managers aiming to establish an Asia footprint should develop partnerships with local managers to gain wider access to the retail investor base, according to a Cerulli study.
Asian markets 2015
Pictet Wealth Management and Robeco Group provide separate outlooks for Asian equities in 2015, and they have more similarities than differences.
