Oil ETFs underscore the argument for passive products that track a broad market index rather than too narrow a sector.
Category: Asset Class in Focus
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.
Low volatility in high winds
One fund lived up to its low volatility name during the Q1 massive market swings sparked by the coronavirus pandemic.
Equities still the ‘asset of choice’ for Lombard Odier
The firm suggests to build exposure slowly to the asset class as it expects the global economy to recover during the second half.
BEA reassures Asia bond investors
Asia bond valuations are appealing, but liquidity needs to return to the market before investors are convinced, according to BEA Union Investments’ fixed income head.
Flexible credit: the upside of downside protection
We explain why credit investors cannot just rely on rates and diversification for protection and discuss the tools that support capital preservation during market sell-offs.
An unsung advantage of passive funds
Fraud revealed at China’s Luckin Coffee spotlights an advantage of ETF and index funds over active funds, but there is a tradeoff.
