Morningstar Asia downgrades a Franklin Templeton fund, places Allianz and Goldman Sachs products under review and initiates coverage for MFS and Mirae Asset funds.
Tag: Allianz Global Investors
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
Allianz advises short duration
Interest rate volatility has spiked and investors are urged to stay away from long-duration bonds, especially in developed markets.
Investing in China exporters – plus and minus
Fund managers share their views on investing in Chinese exporters, who could be hit by trade protectionism or benefited by a falling RMB.
Onshore WFOE approvals speed up
While more investment management wholly foreign-owned enterprise licenses have been approved by China recently, some fund managers are way ahead.
The FSA Spy market buzz – 15 July 2016
New hires at Schroders, Aviva Investors and JP Morgan AM; Maybank gets into lifestyle; Blackrock’s rising share price; Capital Group at No. 10; Allianz and Fidelity caught riding Hong Kong transport and more.
Are Chinese properties ‘too big to fail’?
The property sector accounts for a significant portion of GDP and the government continues to prop it up, analysts said.
Are Indonesian bonds coming back into favour?
Investor sentiment toward Indonesia appears to be rebounding after the massive capital flight that occurred in 2013, according to David Tan, CIO of Asia-Pacific fixed income at Allianz Global Investors.
“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
Allianz: Not yet the time for emerging markets
Though the sell-off in emerging markets has made valuations more attractive, Neil Dwane, global strategist at Allianz Global Investors, cautions investors to stay on the sidelines.
