In contrast, mixed-asset products offered by third-party fund managers have only returned around 0-2% so far this year.
Category: Asset Class in Focus
JP Morgan AM calls real assets the “new bonds”
The US asset manager argues that investors should look beyond public markets for income generating assets more insulated from Covid-19 and central bank activities.
Malaysia investors seek safety in fixed income
But thematic equity products were also popular during the first half.
Asian HY attracts wealth managers
Income generation and positive relative valuations counter liquidity and default fears in the Asian high yield credit market.
Bringing diversity to real estate returns
In today’s lower-for-longer rates environment, where bonds no longer provide the reliability in returns and safety that investors want, yield with controlled risk is highly sought after. The US housing sector can fill the gap, say senior executives at Walton.
Will the gaming theme continue post Covid-19?
ETFs investing in the video games and e-sports industry have returned around 40% since January.
Blackrock launches HK-listed ETF feeder
The iShares ETF listing on the Hong Kong Stock Exchange follows the relaxation of the master-feeder regime late last year.
Pictet WM recommends endowment-style portfolios
Declining future sovereign bond returns mean that investors should raise allocations to alternative asset classes, according to Pictet Wealth Management (WM).
A look at Neuberger Berman’s 5G strategy
Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
