Meanwhile, newly launched equity funds have continued to attract assets from investors.
Category: Asset Class in Focus
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).
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.
