‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.
Category: Asset Class in Focus
Three Nobel laureates discuss trade and trends
Top economists visiting Hong Kong argue there is no clean solution to the trade war and assert that investment opportunities lie in new technologies and social preferences.
Tilt toward IG bonds, advises JPMAM
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
Is the expensive Vietnam market worthwhile?
ETF inflows in recent years have made Vietnam’s large-cap stocks more expensive, according to Dragon Capital.
ASI prefers EM corporate debt in yield hunt
Ahead of its planned launch of a fixed maturity product, Aberdeen Standard Investments makes the case for emerging market corporate bonds.
Pictet’s risk mitigating FI strategy
Unconstrained bond funds can best cope with an increasingly complex interest rate environment, according to Pictet Asset Management.
Asia bonds in a ‘rare sweet spot’: Western Asset
Key risks for the asset class have subsided in synch, creating favourable conditions, according to the Legg Mason affiliate firm.
Merian bullish on EM equities
Bearish sentiment and cheap valuations provide a strong buy-signal to investors prepared to “walk the tightrope”, according to Merian’s global emerging markets chief.
Onshore defaults on track to exceed 2018
The ongoing trade dispute and slowing GDP growth underpin the increasing number of domestic corporate defaults.
UBS WM remains positive on China equities
Corporate earnings growth and government policies support Chinese equity allocations, the UBS CIO advises its wealthy clients.
