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.
Tag: Portfolio Allocation
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.
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.
‘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.
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.
