Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
Tag: Portfolio Allocation
Nordea AM receives capital markets licence in Singapore
The new licence will allow Nordea AM to carry out portfolio construction and allocation among other things.
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
Economics, not emotion, with HK equities
The economy, market and sentiment in Hong Kong continues to slide downward, but don’t look for bargain stocks, advises Isaac Poole, chief investment officer at Oreana Financial Services in Hong Kong.
DBS cautions on ETF-driven risk
The bank’s head of fund selection warned that certain triggers could result in strong ‘indiscriminate’ ETF outflows that will impact markets.
Oreana makes strong turn away from risk
Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.
FE Advisory Asia Portfolio review – October 2018
The plunge in global markets in October sent all three FE Advisory portfolios down, their biggest monthly decline this year.
FE Advisory Asia Portfolio review – September 2018
The firm’s growth portfolio fell in September, driven down by slumping Asia equities.
DBS PB and the tariff-war portfolio
Eddie Lee, desk head for managed solutions at DBS Private Bank, explains how the bank is advising clients on portfolio positioning in the face of escalating trade tensions.
FE Advisory Asia Portfolio review – August 2018
FE Advisory Asia’s balanced portfolio was up slightly in August, driven by specific exposure to US, Europe and Japan equity funds and avoidance of EMs.
