Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
Category: Asset Class in Focus
First mover in CIBM targets China state bonds
The enormous domestic bond market is “more liquid than people might expect”, said Robert Simpson, portfolio manager at Insight Investment, which is about to become one of the first foreign firms to invest through the newly-opened bond channel.
Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
In China, passive outdoes active
FE data shows that over the trailing three years, more passive China equity funds than actively-managed ones had returns of 20% or more.
Is gold starting to glitter again?
Pictet Asset Management is overweight gold as concerns grow over political risks and the US dollar, said chief strategist Luca Paolini.
BOS: Hard to get excited over gold’s run up
The gold index has beaten other asset classes this year, but the Bank of Singapore is not impressed.
The one key reason to invest in EM equities
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
Citi expects volatile second half
Don’t be misled by the lazy summer, risk management now has high importance, according to Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investments.
MUFG sour on Asian high-yield
China is the biggest risk for the regional high-yield sector, according to Rick Mattila, international head of research at MUFG Securities.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
