General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.
Tag: Axa Investment Managers
Have small caps reached a turning point?
Valuations are not cheap and earnings growth has been strong for years, but Patrick Kuhner, pan Asia client portfolio manager at Rosenberg Equities Asia believes the trend is still healthy.
Axa IM – Real Assets enjoys Tokyo property boom
Asia real estate investors are still able to rely on Japan’s buoyant market.
EM bonds seen as biggest risk from US election
Axa Investment Managers views a Donald Trump victory in November as the biggest risk for emerging market fixed income.
A preference for short duration
Short duration bonds are key to mitigating volatility in bond holdings, according to Jim Veneau, Axa Investment Managers head of fixed income in Asia.
Axa IM builds absolute return team in HK
Axa Investment Managers said it will build a liquid absolute return team in Hong Kong led by Pierre-Emmanuel Juillard.
China’s stimulus measures lift infrastructure-focused funds
Chinese equity funds with a focus on infrastructure have much to cheer about as fiscal measures implemented by the central government start to yield results.
Commodity rout unnerves investors
The pain felt among energy and mining producers looks set to worsen as investors concerned about default rates have started cutting their exposure to the sector.
Consumption plays on China’s next five-year plan
After the unveiling of the broad themes for China’s 13th Five- Year Plan on 3 November, President Xi Jinping provided some data to complement the qualitative report, Axa Investment Managers said.
Finding plays on China’s demographic woes
Investment opportunities linked to longevity and an aging population are emerging in areas such healthcare and financial services, fund houses say.