Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.
Tag: Oreana Private Wealth
HEAD-TO-HEAD: First State versus Templeton
FSA compares the First State Asian Equity Plus Fund and the Templeton Asia Growth Fund.
Asia’s fund selectors sour on emerging markets
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.
How Oreana WM filters fund managers
A history of delivering consistent returns doesn’t mean much if the fund manager has not remained true to his stated process, according to the CIO of Oreana Private Wealth Isaac Poole.
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Wealth manager Oreana stocks up on alts
Alternative assets in client portfolios should be increased beyond the current 20%-25% to protect against periods of volatility and a coming US recession, according to Isaac Poole, Oreana Private Wealth’s recently appointed CIO.
