portfolio allocation

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.

Industry Interviews | 9 Oct 18

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.

FE Advisory Asia Portfolio review – July 2018

FE Advisory’s cautious portfolio reversed last month’s loss, driven by strong US earnings growth and exposure to short duration corporate bonds.

Asset Class in Focus | 11 Jul 18

‘Let the winners run’, says JB’s Cappetta

This year, specific equities should continue to perform well, but investors are advised to avoid adding more fixed income, according to John Cappetta, head of managed product sales at Julius Baer in Singapore.

Industry Interviews | 27 Jun 18

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.

How well did your portfolio perform vs FE’s?

For full year 2017, FE’s cautious, balanced and growth portfolios were up in double digits, but the real test will come during a sustained market downturn.

A look in the portfolios of best and worst China funds

Midea Group, Agricultural Bank of China and Kweichow Moutai are three companies held predominantly in well-performing China equity funds, while Tencent Holdings is held by many poor performers.

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