Asset Class in Focus Archives - Page 114 of 172

DBS cautions on ETF-driven risk

The bank’s head of fund selection warned that certain triggers could result in strong ‘indiscriminate’ ETF outflows that will impact markets.

Inefficiencies in China’s onshore equity markets give quality-focussed foreign investors an edge, according to leading fund managers.

Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.

Despite China’s slowing GDP growth, Asia bonds are worth a look in the search for yield, according to T Rowe Price.

Risk assets, including emerging market currencies, should be balanced by US Treasury holdings, argues the Baltimore-based fund manager.

China’s onshore defaults will surpass last year’s total, but Wong Yii Hui said her highly-concentrated portfolio avoids certain companies.

The new portfolio manager has recently moved from under- to overweight China equities, citing “compelling value”.

Despite a wide range of destabilising macro troubles, Chinese domestic shares are well-supported by structural growth and official policies.

High yield bonds may deliver income to investors, but their volatility can erode capital in a portfolio.

Sector or thematic products accounted for nearly a quarter of the net redemptions in equity funds sold in Hong Kong during the first half this year.