GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
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GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
Morningstar Asia downgrades a Franklin Templeton fund, places Allianz and Goldman Sachs products under review and initiates coverage for MFS and Mirae Asset funds.
Robert Mullane, managing director in the alternative investments and manager selection group at Goldman Sachs Asset Management, discusses hedge fund fees and his fund of funds strategy.
Stronger volatility is coming and credit risks are not properly priced into the market due to investors chasing yield, said Jonathan Xiong, head of the fixed income alternatives group at Goldman Sachs Asset Management.
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
Higher interest rates do not impact real estate investment trust (REIT) fundamentals over the long term, unlike other bond proxies, said Goldman Sachs Asset Management’s Hong Kong-based portfolio manager Frankie Lee.
FSA compares the First State Indian Subcontinent Fund with the Goldman Sachs India Equity Portfolio Fund.
BRICs are a part of broader EM exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
The last three years have seen asset managers such as Fidelity, Morgan Stanley, PineBridge and Deutsche Asset Management exit the Indian mutual fund industry.
Part of the Mark Allen Group.