The expected July interest rate cut in the US is unlikely, according to Boston-based Ken Taubes, chief investment officer for Amundi.
Category: Asset Class in Focus
Why Jollibee fits T Rowe manager’s taste
Portfolio manager Eric Moffett prefers stable companies to high growth businesses in Asia.
Morgan Stanley’s risk expert on portfolio building
The risk that Morgan Stanley IM has been repositioning for is the trade dispute, said Andrew Harmstone, head of the global risk control team, who explains the firm’s approach to risk control.
Muzinich seeks low risk enhanced yield
The US-based fund manager is wary about moving down the credit curve to gain incremental yield and expects declining interest rates to sustain fund performance.
A look at ASI’s Aussie bond fund
Australian bonds offer investors relatively high yields from defensive credits, according to Aberdeen Standard.
High conviction China fund aimed at long term
In Xingtai Capital’s highly concentrated China fund, the top ten account for 60% of the portfolio, which holds only 20-30 positions.
Is there a value trap in Chinese equities?
Many Chinese banking, construction and property stocks are trading at deeply discounted prices, according to Gam Investments.
Defining the ‘green bond’
Any definition should be principles-based, permitting the investor flexibility to decide if the green bond is actually green, according to Mitch Reznick, Hermes IM.
HSBC GAM rolls out fixed maturity fund
The 2.5 year fixed-term bond fund aims for a 3.5%-4% yield and will be marketed to retail investors in Hong Kong and Singapore.
Another firm cautions on onshore bonds
China’s onshore corporate bonds are expected to have more defaults, according to BNPP AM, but offshore China high yield is a different story.
