portfolio allocation

Asset Class in Focus | 26 Sep 19

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.

Asset Class in Focus | 11 Sep 19

The bank’s head of fund selection warned that certain triggers could result in strong ‘indiscriminate’ ETF outflows that will impact markets.

Asset Class in Focus | 13 Aug 19

Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.

Latest News | 19 Nov 18

The plunge in global markets in October sent all three FE Advisory portfolios down, their biggest monthly decline this year.

Latest News | 22 Oct 18

The firm’s growth portfolio fell in September, driven down by slumping Asia equities.

Industry Interviews | 9 Oct 18

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.

Latest News | 24 Sep 18

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.

Latest News | 20 Aug 18

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

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

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.