The firm also likes onshore China bonds, despite the potential for an escalation of the trade war with the US.
Category: Asset Class in Focus
Global fixed income funds – best and worst in 2018
How did fixed income funds respond to the gradual withdrawal of liquidity, rising interest rates and volatility in 2018?
Affin Hwang launches UBS fund in Malaysia
Greater China funds had the second highest net inflows in Malaysia, according to Morningstar data.
Allianz GI shuns EM equities
The firm’s views on the asset class differ from other managers, who believe valuations have made emerging market equities attractive.
Faang stocks lose their bite
The five tech giants saw an average loss of 2.2% when the market opened for the new year.
FT: Volatility has made EM debt attractive
Strong growth in emerging markets could leave EMD well placed to pick up again in 2019, according to Franklin Templeton.
Top 10 most popular ACIF articles
The top 10 most read Asset Class in Focus articles of 2018 represent a mixture of topics, dominated by fund flows.
Only four fund sectors positive in 2018
This year’s best performing fund category in the Hong Kong universe was actually 2017’s worst performer.
Morgan Stanley backs China’s onshore bonds
These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Foreign investors eyeing China funds, says UBS AM
The firm is also continuing its build-out in the mainland, despite onshore sentiment, by appointing Raymond Yin to lead onshore operations.
