Despite rising inflation and the pandemic, Asian investors will increase investment in the healthcare and technology sectors, according to a UBS GWM survey.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Pokemon Go fad highights gaming demand
The global mania for Pokemon Go underscores the powerful demand in the video gaming sector, according to Joshua Spencer, portfolio manager at T. Rowe Price.
China, Eurozone may be oversold
Against a backdrop of a downturn in global growth, opportunities have emerged in China and advanced economies with positive growth predicted at 3% in 2016, according to Amundi Asset Management.
BMO clusters ETFs to offer portfolio strategies
Prakash said BMO is not putting funds together, but portfolio strategies that are actually implemented by the intermediaries. “The implementation happens with respect to the intermediary using their platform and clients benefit from the asset allocation decision. We would work with intermediaries so they are able to offer this to their client base.” ETFs have […]
Multi-asset is a contender for income needs, says Schroders
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 […]
Stocks are top of list for global investors – Franklin Templeton
About 57% of investors expect stocks to be among the top performing asset classes, followed by real estate (52%) and precious metals (39%). “Many markets around the world have enjoyed strong performance over the past several years,” said Ed Perks, chief investment officer of Franklin’s equity group. “Investors are optimistic, but that may not be […]
Is a major correction coming in the China market?
Schroders became the second firm in a week to warn on China’s overheating market after BlackRock said it would be selective and continuously flexible in terms of sector picking and choosing between A-and H-share stocks. Emerging-market assets could be impacted when the US Federal Reserve hikes interest rates, according to a recent research note from […]
Rising appetite for income products: Legg Mason
Almost 92% of investors surveyed in Singapore and 91% in Hong Kong said income-generating investments are extremely important in 2015. At Fund Selector Asia’s income forum in February, asset managers stressed income investing opportunities are available across a range of asset classes despite the low yield environment. The Legg Mason survey released today found Singapore investors […]
Further easing on cards even after China cuts banks’ RRR
The People’s Bank of China (PBoC) on Sunday lowered the RRR for banks by 100 basis points to 18.5% as it seeks to add more liquidity to the economy, help boost bank lending and combat a growth slowdown. “The major reason for the RRR cut is the net forex outflows from China,” Grace Tam, global […]