As the rhetoric on trade tariffs heats up, what do economists and portfolio managers in the region think?

As the rhetoric on trade tariffs heats up, what do economists and portfolio managers in the region think?
The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
FSA presents video highlights of its inaugural Multi-Asset Masterclass, which was held on 14 June at the Anantara Siam Bangkok Hotel.
FSA presents photo highlights of its inaugural Multi-Asset Masterclass, which was held on 14 June at the Anantara Siam Hotel in Bangkok.
Industry consolidation in China’s property development market has made the separation between winners and losers more clear and improved valuations in the sector, said Bryan Collins, lead manager of Fidelity Asian High Yield Fund.
FSA compares two global equity funds: the Fidelity World Fund and the Investec Global Strategic Equity Fund.
Fidelity poaches from Amundi AM; Jupiter hires JP Morgan multi-asset PM; Alliance Bernstein and Allianz GI rated as top managers in Asia; Bloomberg to include Indonesian rupiah-denominated debt in global index; Indonesia becomes first Asian country to sell green bonds globally; and more…
UBP’s AUM increases to $130bn; BNY Mellon IM creates head of intermediary distribution for Greater China role; Hermes IM hires for APAC business development team; BEA Union Investment launches China-focused multi-asset fund; Natixis’ Seeyond aims to double its AUM; China Post Global lists ETF in London for the first time; and more…
Fidelity’s investment-management wholly foreign-owned enterprise (IM WFOE) has launched two new funds while Blackrock and Schroders obtain private fund management (PFM) licences for their WFOEs.
FSA compares the Allianz Dynamic Asian High Yield Bond Fund and the Fidelity Asian High Yield Bond Fund.
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