Real estate and infrastructure reduce correlation risk, but be cautious of direct lending products that attract with high yields, argues JP Morgan Asset Management.
Category: Asset Class in Focus
Review: best and worst fund categories in 2019
The best category may be obvious, but the worst performing one needs some explanation.
Conditions in the high yield market
Tom Ross, corporate credit portfolio manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
Handful of Taiwan funds shine
The four actively-managed Taiwan equity funds have double-digit returns, but still do not beat the index.
Global equities: upwardly cautious
Markets inching up in 2020 seems to be a growing consensus among fund groups.
Asia bonds ‘not as strong in 2020’
SSGA notes the sectors in China that have a higher potential for defaults and gives a breakdown of Asia bond preferences.
Fund firms see potential value in Japan equities
But during the three-year period, only around 38% of Japan equity funds have outperformed the MSCI Japan Index.
Why investors should take a second look at Japan
Macro numbers do not reflect the performance of Japan equities, according to a Matthews Asia fund manager.
HSBC Global AM cautious of A-share volatility
While the China A-share market is up nearly 30% this year, the market also fell 30% last year.
Louis Vuitton sales not about China’s growth, T Rowe says
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
