Private banking professionals at HSBC, Deutsche Bank, UBS, DBS and Citi reveal opportunities in the wake of economic damage wrought by the coronavirus.
Category: Asset Class in Focus
GAM cautious about EM FX
Although he is wary about the fiscal burden taken on by some emerging markets, selective Asia local currency bonds are appealing, according to Gam Investments’ macro strategist
Time for gold to shine?
Investors will soon pivot towards the asset class that performs best during periods of monetary debasement, argues Merian’s gold bug.
How a top China small cap fund reduces risk
A ‘healthy dose of paranoia’ has helped Tiffany Hsiao keep her fund top of the heap over multi-year periods.
Will Asia outperform globally?
The region is expected to be the first to recover from the pandemic, but investors are still cautioned from being too optimistic of the markets.
Oil exposes sector ETF risk
Oil ETFs underscore the argument for passive products that track a broad market index rather than too narrow a sector.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
UBS GWM favours credit over equities
The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
Few equity funds above water in Q1
In Singapore and Hong Kong universes, 0.33% of equity funds delivered positive returns when markets collapsed.
JOHCM: digital disrupters will forge ahead
The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
