A majority of client assets go to just a handful of funds that are marketed by private banks at a given point in time, according to Roger Bacon, Citi Private Bank’s head of investments for Asia-Pacific.
Category: Asset Class in Focus
UBS: More small steps up for equities in 2018
The low volatility environment is expected to continue next year, which should support global equities more than fixed income instruments, according to Erin Browne, UBS Asset management’s New York-based head of asset allocation.
Pinebridge: India equity overweight in 2018
Government reforms in India have “unlocked growth” and are driving a strong case for equity investment, though there are some caveats, said Sunny Ng, portfolio manager at Pinebridge Investments.
NN IP sees EM debt on a strong footing
Economic growth, undervalued currencies and stable to higher commodity prices position EMD well against potential headwinds, according to Marcelo Assalin, head of emerging markets debt.
SSGA sees 2018 as break-out year for China
2018 could be a break-out year for China, as the country’s economy is propelled by rising consumption, according to Rick Lacaille, global CIO of SSGA.
Quant strategy wary of hedge fund flaws
Unigestion’s quant fund aims to put right exactly what investors have found to be wrong with hedge funds – lack of liquidity and transparency and high fees and low performance, according to Joan Lee, vice president and investment manager for cross-assets solutions at the boutique fund house.
How have Chinese ETF managers done abroad?
Over the past four years, some mainland asset managers launched products in New York and London. How have they done?
Real estate a drag on Fidelity’s Asean fund
Southeast Asia equities will likely be buoyed by economic growth in 2018, but real estate developers in the sub-region have hit the performance of the Fidelity Asean Fund, managed by Gillian Kwek.
Blackrock: Asia equities go higher in 2018
Asia’s robust corporate earnings and continuing reform in key markets are expected to lift stock prices in 2018, said Andrew Swan, head of Asian and global emerging market equities at Blackrock.
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
