Pimco’s AUM in Thailand was down 50% this year as investors turned cold toward global bond funds, according to a Morningstar report.
Category: Asset Class in Focus
Where to invest for income
The current market environment and outlook both lend themselves to a dynamically-managed, multi-asset approach to portfolios, says Maya Bhandari, portfolio manager in the multi-asset team at Columbia Threadneedle Investments.
Managers start to flag rising US-China tensions
Tariff escalation and alleged espionage by China are raising significant concerns for Value Partners, JO Hambro and UBP.
BEA Union bond manager wary of rate hikes
With 61% of her fund’s portfolio in China corporate bonds, Pheona Tsang, head of fixed income at BEA Union Investment, is monitoring rising US interest rates and the impact on Asia bonds.
Has EM high yield become vulnerable?
Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
Jupiter sees huge fixed income outflows
Fixed income remains fund house’s Achilles’ heel as smaller rivals enjoy asset growth.
How T Rowe Price approaches China small-caps
Traditional and new companies alike strive to innovate as a way to stand out in China’s new-look economy. This is where T Rowe Price portfolio manager Wenli Zheng finds investment opportunities.
Has China become less tech after GICS changes?
IT will only account for 3% of the MSCI China Index following the GICS reclassification.
HNWIs should look beyond prime residential, says Invesco
Wealthy investors in Asia should steer away from location as the only component to consider in real estate investing, argues Simon Redman, managing director, client portfolio management at Invesco Real Estate.
Asia’s wealthy prefer physical gold, says SSGA
When investing in gold, conservative high net worth individuals in Asia still prefer owning physical bullion to investing in exchange-traded funds, according to State Street Global Advisors.
