Sentiment toward biotech companies may deteriorate again if efforts to develop treatments for Covid-19 prove to be unsuccessful, according to Polar Capital.
Category: Asset Class in Focus
UBS AM bullish on Asian high yield
Asia sub-investment grade bond yields trade at a premium to US and European high yield, despite better credit fundamentals and a more stable market structure, says UBS AM’s Apac fixed income head.
UBP re-anchors portfolios
Investors should seek new ways to protect their portfolios and to generate returns, according to Union Bancaire Privée (UBP).
T Rowe Price positive on Hong Kong
Low valuations, strong free cash flow and selective sectors can support a continued rally in Asia-Pacific markets, despite short-term uncertainty and further volatility, according to T Rowe Price strategists.
Eastspring identifies A-share opportunities
The Covid-19 outbreak has significantly impacted the Chinese economy, but it is unlikely to undermine the country’s structural drivers, according to Eastspring Investments’s China equities CIO.
Asia’s HNWIs seek alts, multi-asset strategies
An online alternative investment platform in Singapore has garnered at least $100m in assets since its launch last year.
Lion Global joins income bandwagon in Singapore
Schroders, Allianz GI, Aviva Investors and Fullerton Fund Management have also launched income products in the Lion City.
JPMAM promotes China bond fund
The benchmark-agnostic product can invest in onshore and offshore China fixed income securities to generate high income, according to the fund managers.
Will the rally in global equities continue?
UBS Wealth believes that there are opportunities in the beaten-up value stocks in Asia, including Singapore and India.
Invesco wary of China’s tech sector valuations
However, a concentration in China’s tech giants will become more common, according to an Invesco fund manager.
