Data collected by Last Word Research shows a rapid rise in pessimism towards equities and credit among fund selectors in the region.
In the next 12 months, research suggests that allocations to China equity funds will be up while US and European equity product exposure will decrease, according to data collected by FSA.
Data collected by FSA shows a significant decline in sentiment toward global emerging market equities and Asia-Pacific ex-Japan equities among fund selectors in Hong Kong, Singapore, Thailand and Malaysia.
Fund selectors in Hong Kong, Singapore, Thailand and Malaysia plan to add to their allocation to emerging market bonds in the next 12 months, according to forward-looking data collected by FSA.
Data collected by FSA show a significant increase of interest in global emerging market equity funds among fund selectors in Hong Kong, Singapore, Thailand and Malaysia.
The worst performing Asia-Pacific ex-Japan funds last year still reported double-digit returns, and Asia’s fund selectors told FSA they intend to stock up on the asset class in 2018.
Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
Asset allocators in Hong Kong and Singapore tell FSA they are planning to increase allocation to European equities and data shows that capital flows into European equity funds have been increasing.
Fund selectors in Hong Kong, Singapore and Bangkok told FSA in a survey that they would allocate more of their assets to index-tracking products in the next 12 months.