A State Street Global Advisors and World Gold Council survey found that gold ownership by Apac asset owners will grow.
Category: Asset Class in Focus
Pictet AM’s Wong on the benefits of being based in Asia
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
St. James’s Place launches new range of multi-asset portfolios
It is designed to offer a cost-effective approach for investors in Hong Kong and Singapore.
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
