Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.

Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
Mainly due to management team issues, products from Aberdeen and Parvest get downgraded and a Fidelity fund is placed under review.
Known as an emerging markets specialist, the firm has been diversifying into alternatives and intends to make a push for alts and multi-asset in Asia, said Andrew McCaffery, global head of alternatives and group head of solutions.
Fund Selector Asia compares two emerging market equity funds, the Aberdeen Global Emerging Markets Equity Fund and the Schroder ISF Emerging Markets Fund.
Downgrades for products from Allianz and Pimco; coverage initiated on funds from Aberdeen, JPM, Schroder and UBS.
Blackrock loses, Trump wins; Aberdeen’s ugly week; special offer from Stan Chartered; sell in May; Atlantis rocks Japan; turbulence at GAM and much more.
The firm plucked Irene Goh from Alliance Bernstein’s multi-asset business.
LGT loses and Mornington gains; ghost of marketing past at Fidelity; Parvest gets Brazil right, GSAM is slow in Singapore, and much more.
Fund Selector Asia compares the Aberdeen Global Opportunities Fund with the Deutsche Global Themes Equity Fund.
Mike Turner, head of multi-asset and manager of the Aberdeen Global Multi Asset Income Fund, answers three income-related questions at the FSA Income Forum in Hong Kong..
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