Hong Kong equity funds with low exposure to mainland-linked companies, such as a product from First State, sit at the top of the performance chart in the sector, according to FE Analytics.
Category: Asset Class in Focus
Nikko bets on domestic consumer plays
Online shopping in China is growing, creating loyal internet consumers who are increasingly spending at small retailers, according to Grace Yan, Hong Kong-based portfolio manager at Nikko Asset Management.
ESG portfolio off to a good start in HK, says UBS
After its launch in Asia in April, UBS Wealth Management’s sustainable cross-asset portfolio has gathered $100m (CHF$100m) in assets from Asia-Pacific clients, according to the bank’s executives.
Lessons learned from investment mistakes
Fund managers from NN IP, Janus Henderson, Neuberger Berman and Nikko AM share what they have learned from past investment mistakes.
What Citi PB looks for under the hood
Fund selection involves seeing exactly what’s underneath the sometimes creative description of the product, according to Julie Koo, managing director, head of Citi investment management sales for Asia-Pacific.
Valuations push JPM to trim equities
Some equities were trimmed from the JP Morgan mixed-asset fund because the average valuation reached the upper-end of the firm’s projection, said Julie Ho, co-manager of the firm’s Asia-Pacific Income Fund.
Barings explains off-benchmark Vietnam holdings
Barings’ head of Asean equities Soo Hai Lim expects an expansion of the tourism industry and economic growth potential in Vietnam to support the equity market.
Blackrock downgrades China equities
The firm has reduced its China equities position amid slower growth and rising trade tensions with the US, according to Wenjie Lu, China investment strategist.
Is there too much hype in leveraged loans?
The increasing popularity of leveraged loans has made the asset class less attractive, according to James Blair, Singapore-based investment director for fixed income at Capital Group.
Deutsche Wealth maintains 10% alts allocation
Deutsche Bank Wealth Management has made changes to hedge fund allocation recommendations, including trimming down positions in equity long/short strategies.
