The search for yield and income should remain the key focus for investors in 2015 as the divergent monetary policies of the US, Europe and Japan, unprecedented since the global financial crisis, could lead to a rise in market volatility, according to JP Morgan Asset Management.
Category: News
Hermes seeks strategic partnerships
Choosing to focus on Asia instead of the US market, Hermes Investment Management is eyeing local partnerships for Hong Kong-domiciled funds and may bring in some niche products from the UK, said global head of business development Harriet Steel.
LGM Investment poaches Fidelity Ma
LGM Investments, part of BMO Global Asset Management, has poached Fidelity Investments’ Stephen Ma to head Greater China equities, as the firm prepares to launch a China-focused UCITS vehicle for investors in Asia, the Middle East and Europe.
GPIF appoints PE exec
Japan’s $1.2trn Government Investment Pension Fund has appointed Hiromichi Mizuno, a partner at Coller Capital, as its first CIO following the announcement of more aggressive allocation targets.
Japan equity not expensive Schroders
Market volatility has increased since Prime Minister Shinzo Abe postponed a planned consumption tax increase and called for a snap general election, but Schroders said equity markets are supported by expected corporate earnings growth.
Rethinking frontier markets
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.
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.
