Although favouring fixed income Hong Kong investors also poured cash into equity funds, according to Calastone research.
Tag: Equities
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Invesco: Barbell approach is the way forward
Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.
Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back.
The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class.
China, Asia, global emerging market equities: Light at the end of the tunnel?
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Zhikai Chen and David Choa at BNP Paribas Asset Management discuss what the future holds for Asia equities amid China’s zero-Covid policy.
