With government bonds looking less attractive, investors may consider expanding their fixed income horizons beyond the developed world in the search for yield, said Jack Lin, head of Asia-Pacific, Middle East & Africa at Pioneer Investments.
Category: Asset Class in Focus
The rise and rise of Asia’s consumers
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Multi-asset strategies for uncertain times
A diversified multi-asset strategy can help investors mitigate increasing market volatility, according to Valentijn van Nieuwenhuijzen, head of multi-asset at NN Investment Partners.
ETF investors cashing in on oil recovery
With November’s planned production cut by the Organisation of Petroleum Exporting Countries (OPEC), global investors have sold down leveraged oil and moved to short the commodity.
Reits appeal as an income product to fade
Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A New Approach to Multi-Asset Investing
In today’s low yield environment, traditional approaches to asset allocation may fail to provide adequate returns and may not protect investor portfolios in critical phases. The need to build more genuinely diversified portfolios is essential to enhance returns and protect against excessive drawdowns. In essence, a new approach to multi-asset investing is needed.
Offshore Reits surge
Cheap financing and rate compression have boosted Singapore Reits with emerging market assets.
Juice still left in emerging market bond rally
But the surge in emerging market bond prices this year is forcing investors to be more discriminating.
The Asia component is what’s attractive about EM, says 7IM
The US dollar and oil prices make emerging Asia the preferred investment region, according to senior portfolio manager Peter Sleep at wealth manager Seven Investment Management.
