Asian markets that fell the most during the first half will do the best in 2019, argues Blackrock’s Andrew Swan.
Category: Asset Class in Focus
‘We like risk’ in 2019, says GSAM
Volatility brings emerging Asia equities to overweight, according to James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Value Partners ventures into thematics
The Hong Kong-based firm will be launching a technology-focused multi-asset product and is preparing to develop a Greater Bay Area product, according to Eric Poon, managing director and head of sales.
Could China’s defaults accelerate?
Trade tensions, slowing GDP and the declining RMB create favourable conditions for Chinese bond defaults.
Investors missed US dollar strength
One of the biggest mistakes of Hui Tai, Hong Kong-based managing director and Asia chief investment strategist at JP Morgan Asset Management, was underestimating the US economy.
Pinebridge builds defense for 2019
US treasuries are replacing high yield and some equities in the portfolio, as the firm expects more weakness from riskier assets.
Asia dividend growth falls: Report
In Q3, global dividends set a record 5.1% growth, but Asia-Pacific ex-Japan dropped 8.8% — and corresponding funds followed.
China AMC to co-launch shariah China fund
The collaboration with RHB Asset Management comes at a time when Malaysian investors have poured money into China-focused equity funds, Morningstar data shows.
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
UBS Wealth seeks more China-focused products
Qualitative factors such as after-sales service and management team calibre are what influence the bank’s fund selection process, according to Jansen Phee, Singapore-based head of fund investment solutions for Asia-Pacific.
