These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Category: Asset Class in Focus
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.
How much should investors de-risk in 2019?
Investors are advised to balance risk and reward in the coming year, and take a “barbell approach” to investing, argues Blackrock’s Belinda Boa, Hong Kong-based head of active investments for Asia-Pacific and chief investment officer of emerging markets for fundamental active equity.
Bond managers fear ‘self-fuelling bear market’
The spread between the two-year and 10-year treasury is now 0.09%.
Factor-based strategies not ‘sexy’, says Invesco
The market for factor-based strategies is not yet there for individual investors in Asia, according to Stephen Quance, Singapore-based director for factor-based investing at Invesco.
Convertible bonds: opportunity knocks
Looking past negative headlines regarding tariffs and trade wars, the world is currently seeing healthy albeit slower economic growth and upward pressure on interest rates due to the phasing out of monetary stimulus. Such an environment presents a buying opportunity for Convertible Bonds (CBs). CBs’ equity-like characteristics mean they benefit from economic growth while they are only modestly impacted by rising rates because of their low effective duration, which averages 1.8 years across the asset class.
Don’t fear India’s Modi, says Pictet AM
The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.
Schroders still positive on global equities
Cheaper price multiples will drive global equity returns next year, and China’s onshore bonds are starting to look appealing, argues Patrick Brenner, head of multi-asset investments for Asia.
2019 not looking any better, says T Rowe
Higher downside risk for global equity markets requires an overweight to fixed income vs the benchmark, according to Thomas Poullaouec, Hong Kong-based head of multi-asset solutions for Asia-Pacific.
Jupiter revamps financial fund
The strategy of a financial sector fund run by the firm for 12 years has been revised to address financial innovation.
