The US dollar and oil prices make emerging Asia the preferred investment region, according to senior portfolio manager Peter Sleep at wealth manager Seven Investment Management.
Tag: Japan
Vontobel hires from Pine Bridge for Japan role
In his new role, Naohiko Tabei will target the Japanese institutional market with an emphasis on banks and insurance companies.
Asia-Pac fund flows plunge in H1
Total fund flows in Asia were down almost 80% compared to the first half in 2015, according to data from Strategic Insight.
Japan announces $45bn fiscal stimulus package
Japan is set to launch $45bn of new fiscal stimulus measures after Prime Minister Shinzo Abe and the cabinet gave the plan the go ahead.
EFGAM: A volatile 2016 is not as bad as it seems
Investors will have to be much more nimble with decisions due to political risks ahead, but Brexit hasn’t clouded the outlook, said Daniel Murray, chief economist and head of research of EFGAM’s wealth management business.
Survey: Investors give Japan high marks
Despite the uncertainty over the outcome of Abenomics, institutional investors are optimistic about structural reforms, according to a survey by BNY Mellon.
Investors cool toward BOJ-promoted ETFs
Investors are not convinced that exchange-traded funds tracking Japanese companies that invest in human capital, as promoted by Bank of Japan, are attractive.
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Sovereign debt with negative rates at $10.4trn
The amount of global sovereign fixed income with negative interest rates is up 5% since the end of April, according to Fitch Ratings.
