Tapping into the growing consumer demand opportunities in Asia means high exposure to Greater China, but requires caution around high concentration in top stocks, said Invesco’s William Yuen.
Category: Asset Class in Focus
Putting high yield through an ESG filter
Bluebay built an ESG version of its existing high yield fund and found that screening in a high yield bond fund requires reliance on in-house ESG analysis rather than external providers, according to My-Linh Ngo, head of ESG investment risk at Bluebay Asset Management.
HSBC GAM: Currency rise may lift China bonds
China will see a stronger renminbi and a looser money supply in 2018, as the authorities’ agenda aimed at curbing domestic leverage evolves, argues Gregory Suen, investment director for Asian fixed income at HSBC Global Asset Management.
Investec: Resources sector sees better fundamentals
Natural resources-related equities will be largely supported by stable demand and improvements in business models, argues Tom Nelson, head of commodities and resources at Investec Asset Management.
Aviva bullish on Indonesian rupiah bonds
Despite a depreciation of the rupiah this year, Indonesian bonds have been upgraded by ratings agencies and will also be included in an international index this year, explains Stuart Ritson, head of Asian rates and FX at Aviva Investors.
Schroders launches global credit fund in HK
Brexit will likely be ‘softer’ than previously thought, UK bonds are cheap, and the firm’s global credit income fund has 20% invested in sterling denominated bonds, according to credit portfolio manager Michael Scott.
China’s retail finance set to grow, says JPM AM
Services offered by China’s securities brokerages, banks and insurers are not yet in wide use among domestic households, creating growth opportunities, said Howard Wang, co-manager of the JP Morgan China Pioneer A-share Fund.
UBS Wealth to increase sustainable products
The bank plans to increase the range of sustainable and impact investment products available to Asia clients, according to Mario Knoepfel, Hong Kong-based head of sustainable investing advisory for Asia-Pacific at UBS Wealth Management.
A look inside T Rowe’s Japan fund
Holding positions for five years on average, the T Rowe Price Japanese Equity Fund invests in Japanese companies undergoing transformation, explains Archibald Ciganer, portfolio manager.
Do ESG scores matter for performance?
In an analysis of Morningstar ESG scores vs fund outperformance, FSA has found that a strong ESG focus appears to be correlated with under-performance.
