Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
Fund selectors in Hong Kong, Singapore and Bangkok aim to increase Asian and European equity exposure and trim US stocks, according to Fund Selector Asset Class Research data.
Global fund managers are holding more cash than the 10-year average, signalling a buy in equities, according to Bank of America Merrill Lynch’s monthly global fund manager survey for January.
Global growth will struggle in 2017 and investors are advised to move away from expensive sectors and pivot to those that offer value, according to Kevin Anderson, State Street Global Advisors’ Hong Kong-based head of investments for Asia Pacific.
FSA announces a new monthly feature involving asset allocation: The FE Advisory Asia fund portfolio.
The traditional way of composing strategic asset allocation has changed, according to Keith Swabey, senior product specialist of multi-asset at HSBC Asset Management.
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
HEAD-TO-HEAD. The global fixed income market is undergoing a period of high volatility. While the European authorities are in final negotiation stages to save Greece from a potential default, the US looks set to hike interest rates sometime this year.
Generating income when yields are at historic lows is no longer as simple as investors believe it once was, he said. A typical approach in Asia has been to focus on a split between Asian high-yield bonds and Asian dividend stocks, Pang said. However, the yield on offer is not commensurate with the volatility in […]
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]