Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
Tag: Multi Asset
Checking on the multi-asset promise
137 out of 138 multi-asset funds declined less than the S&P 500 (-13.83%) during Q4, according to FE data. The exception was the Manulife All Weather Portfolio Growth Plus, which fell -14.44.
Pictet AM lifts bond weightings
Pictet Asset Management is cautious about equities as the global economy hits inflection points and market structures transform.
Video: M&G on multi-asset investing
Volatility is back, but global growth remains robust, says Graziano Creperio, investment specialist.
Bringing ESG into multi-asset investing
ESG-focused investing has evolved beyond exclusion and across asset classes, opening the door for multi-asset strategies to incorporate ESG analysis, according to M&G Investments.
Video: Aviva Investors on multi-asset investing
Rising interest rates and creeping inflation create a key opportunity to short fixed income, according to Ahmed Behdenna, senior strategist on the multi-asset team at Aviva Investors.
Video: Lazard on managing volatility
Trade war talk is largely “rhetoric driven by a deal-making president in an election year”, according to Rupert Hope, portfolio manager on the Lazard multi-asset investment team.
Video: Fidelity on Asian growth and income
The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
Video: M&G on long-term global investing
Christophe Machu, investment specialist, explains that the firm’s non-traditional long-only fund exploits the valuation difference between equities and bonds.
Blackrock launches ‘non-traditional’ multi-asset fund
Launched in Hong Kong, the portfolio invests in assets such as covered calls and collateralised loans in the US, targeting investors who want to diversify away from traditional income investments.
