The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Category: Asset Class in Focus
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Five top European equity funds year-to-date
FSA looks at five top-performing European equity funds available for distribution in Hong Kong and Singapore.
Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
Robeco launches ‘sustainable transition’ strategies
The Dutch asset manager is expanding its capabilities with strategies that seek alpha from sustainable transition.
PineBridge: Asia high yield is still cheap despite outperformance
Andy Suen, co-head of Asia fixed income at PineBridge Investments, expects Asian high-yield bond market performance to continue.
UBS AM: Asia high yield set to continue recovery
The Asian credit universe is more diversified and balanced in terms of sector and country exposures, says UBS AM.
BlackRock: We’ve entered the golden age of fixed income
World’s largest asset manager says a premium for Asian bonds may be warranted given the diversification benefits.
PineBridge backs risk assets
The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
