In contrast, US equities valuations are ‘eye-wateringly high’.
Tag: Fixed Income
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
UBS survey: Apac family offices raise fixed income allocations
Family offices in the region and globally also intend to raise their allocation to Apac assets over the next five years.
China property and Asian high yield funds outperform year-to-date
FSA looks at the best performing high yield fixed income funds available for distribution in Hong Kong and Singapore.
AllianceBernstein’s Cheng: We’ve seen the bottom in Chinese tech
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Pictet AM’s Tsang on plans to capture the full potential of Hong Kong’s fund industry
Pictet Asset Management’s Tsang says there is growing demand from Chinese mainland investors to diversify their assets through the MRF scheme.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Wellington inks distribution deal with SCPB
Standard Chartered Private Bank will distribute Wellington Management’s Credit Total Return fund.
