An expanding universe of small-cap companies offers a unique opportunity to tap a hotbed for innovation within a segment that for too long has been undervalued, said Tiffany Hsiao of Matthews Asia.
Category: Asset Class in Focus
Chorus builds for local currency bonds
Managers of the JP Morgan Asian Total Return Bond Fund have joined others in highlighting the attractiveness of local currency Asia bonds.
Investors give thumbs up to Modi ahead of polls
Indian funds have produced solid returns during Modi’s prime ministerial tenure, but there are doubts that his mixed performance will retain the confidence of his electorate.
Mostly tailwinds for China corporate bonds
China corporate bonds offer heady yields and the default rate last year was only 1%, but very high turnover is involved in Neuberger Berman’s China bond strategy.
GSAM explains income fund revamp
Goldman’s income product has a new name and management team and a higher distribution yield target.
Gam shuns government bonds
Developed government bond yields just aren’t there and the firm’s multi-asset product managers instead look for more niche fixed income.
Searching for incremental yield
Dedicated high yield bond portfolios have boasted the best returns among fixed income funds during the past decade.
Schroders multi-asset fund goes on defensive
The chance of a US recession is rising, so multi-asset funds should aim to minimise losses rather than maximise returns, according to Schroders head of fixed income and multi-asset, Australia.
A look at NB’s mobility-themed fund
Self-driving cars are a fantastic investment story, but what are the risks? Yan Taw Boon, co-manager of Neuberger Berman’s mobility fund, explains.
China’s bond index inclusion a game-changer
At least $150bn will flow into China’s bond markets as Chinese government securities are phased into the BBGA Index, according to HSBC Global Asset Management.
