J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of thematic equities and portfolio manager at J Safra Sarasin.
Studies
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Chinese lead in $27bn outbound property investment
In the first half, 60% of Asia’s outbound property investment was from the mainland, according to CBRE Asia-Pacific.
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Survey: China’s affluent see offshore markets as confusing
Only 8% of the mainland’s emerging affluent have assets overseas, and the majority said they are not familiar with foreign markets.
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Portfolio diversification benefits stop at 40 stocks
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
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Survey: IIs look to factor investing for higher returns
More than 60% of institutional investors are hoping to increase the use of factor-based investment strategies to drive higher returns, according to a Blackrock survey.
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Study: JP Morgan top foreign AM in China
US and European asset managers dominate China’s top ten, but consultancy Z-Ben Advisors said foreign managers are far from tapping the huge potential of China.
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Survey suggests time for low volatility theme
Wild market swings have soured investor sentiment and Legg Mason Global Asset Management believes the timing is right for a low volatility strategy.
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Survey: 2016 is the year for Asian equities
However, Japan is among the markets least likely to outperform this year, according to a sentiment survey of 1,200 institutional and professional investors conducted by Credit Suisse.
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Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
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Survey: Investors want transparency
Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.
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Survey: Most HNWIs to invest more in 2016
The majority of high-net-worth individuals globally plan to increase contributions to their investment portfolios in the first half of 2016, according to a poll by the deVere Group.
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Survey: Advisers shun China short term
A quarter of advisers say they do not plan to allocate any investments to China over the next six months, according to research from UK-based Cofunds.
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Survey: IIs see low-yield world as the big challenge
A majority of institutional investors want to diversify away from “highly correlated” stocks and bonds and are concerned about meeting long-term liabilities.
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Institutional investors moving away from traditional bond exposure – research
A study by NN Investment Partners shows that nearly half of investors are worried about bonds not offering as much capital protection as previously.
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Vontobel: systemic risk in EM unlikely
Healthy foreign debt positions in most emerging markets make the possibility of systematic risk remote, despite the recent massive currency and commodity declines, said Rajiv Jain, chief investment officer at Vontobel Asset Management.
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Asia-Pacific M&A accelerating
Outbound M&A announced by Asia-Pacific companies hit $275bn in the past 18 months, and the number and deal size are expected to grow, which bodes well for M&A arbitrage hedge funds.
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Survey: Income investing top priority in Asia
Asian investors seek income products but are too focused on “familiar income-producing asset classes”, according to a Legg Mason survey report.