Strong fundamental and technical factors should support Asian fixed income as the region emerges from Covid-19 lockdowns, according to Loomis Sayles, a Natixis IM affiliate.
Category: Asset Class in Focus
BNPP AM rolls out long short environmental strategy
The managers of the strategy are also responsible for the firm’s Energy Transition Fund, which was previously a strategy focusing on oil and gas.
Chinese investors snub bond, money market funds
Meanwhile, newly launched equity funds have continued to attract assets from investors.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
US housing shows resilience amid uncertainty
A surge in demand from US homebuyers has shaken off concerns over the impact of Covid-19 on housing and land development. Tapping this opportunity requires market experience and the right relationships, say senior executives at Walton.
Matthews China maintains top ranking
China funds with small-cap mandates have performed better than indices and funds weighted with Chinese tech giants during this year’s Covid-19 induced market volatility.
When seven heads become one fund
Assets of Capital Group’s New Economy Fund is divided into seven sleeves, each managed by a different person, but how will that affect the fund’s performance?
Should investors bet on Covid-19 treatments?
Sentiment toward biotech companies may deteriorate again if efforts to develop treatments for Covid-19 prove to be unsuccessful, according to Polar Capital.
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).
