Is a ten-year investment forecast really possible? Baring Asset Management has provided one, and the firm claims its previous decade-long predictions were fairly close to actual results.
Tag: Equities
China this week – Markets and Fund News
A roundup of the week’s asset management industry news from mainland publications.
Equities it is, says Investec
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
HSBC GAM launches global dividend fund
The fund’s equity income strategy aims for investments in companies with dividends and the promise of capital appreciation.
Equity products prevail in Thailand
Thailand is ripe for equity products, but fixed income lags due to competitive deposit rates and an immature market, says Anis Tiasiri, VP of product development at Tisco Financial Group in Bangkok.
Manulife adjusts Korea, India holdings
“We trimmed exposure to India and Korea as we were concerned after the run-up [in markets]. We had different instances when target prices on stocks were reached,” said Csellak in an interview with Fund Selector Asia. Volatile Korea Korea with a 20.7% weighting and India (17%) were still the top country allocations of the Manulife Asian […]
What drives China’s A-shares?
Investing in cheap, high momentum or low volume equities, tactics that deliver a premium in developed and many emerging markets, does not show the same result in China’s A-share market, said Sunny Ng, head of portfolio strategists for Asia ex-Japan at State Street. According to State Street research into A-Shares, which was in the Journal […]
Baring is overweight India and Indonesia
Government reform initiatives in India and Indonesia will likely drive economic growth and benefit investments in specific sectors, according to Baring Asset Management.
Emerging markets rebalancing
Falling oil prices and the adoption of reform agendas means Asia could soon account for three-quarters of the MSCII Emerging Markets Index, said Catherine Yeung, investment director for Asia ex-Japan equities at Fidelity Investments.
Keeping rates low risk for US markets
The “breathtaking strength” in US jobs growth has created conditions that demand a rate hike, argues Rick Rieder, chief Investment officer of fundamental fixed income at BlackRock.
