The current market environment and outlook both lend themselves to a dynamically-managed, multi-asset approach to portfolios, says Maya Bhandari, portfolio manager in the multi-asset team at Columbia Threadneedle Investments.

The current market environment and outlook both lend themselves to a dynamically-managed, multi-asset approach to portfolios, says Maya Bhandari, portfolio manager in the multi-asset team at Columbia Threadneedle Investments.
“We don’t believe inflation is dead, it’s just forgotten”, says Vivek Ahuja, portfolio manager for Franklin Templeton’s global macro investment group.
At the Hong Kong Income Forum, co-managers John Teahan and Ian Lance answer three questions about investing in global equities during strong market volatility.
The firm’s head of Asian equities answers three questions about investing for dividends.
The surge of capital into the Bank of Singapore and Lion Global Investors fund reminds asset management firms of opportunities with the right products when negative sentiment weighs on markets.
There are signs that high yields are tempting investors back to commodities-focused investment trusts, but analysis group Stifel warned that current yields may not be sustainable.
Old Mutual Global Investors has responded to the growing Asian dividends landscape by converting its Asian equities fund into an income fund.
Most multi-asset funds need to offer an income yield around the 5% level to be competitive, says rating agency, Fundhouse, but this is increasingly tough to deliver.
The low yield environment of the last couple years sent investors flocking to high yield fixed income products, up to the point where we hear about a potential bubble possibly forming, said Alfred Mak, head of investment products and advisory at the Bank of East Asia.
Part of the Mark Allen Group.