FE Advisory’s cautious portfolio reversed last month’s loss, driven by strong US earnings growth and exposure to short duration corporate bonds.
Tag: Portfolio Allocation
‘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.
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.
BOS to clients: De-risk and diversify
Volatility is rising and the Bank of Singapore is concerned about positive client sentiment.
CBH: Funds are preferred in ‘compliance-driven’ portfolios
Wealth management clients who are employed in the financial industry are asking for more funds and less individual securities to avoid rising compliance risks, according to Kevin Liem, chief investment officer at CBH Asia.
FE Advisory Asia Portfolio review – April 2017
The firm’s balanced portfolio was up slightly in April, according to Luke Ng, senior VP of research at FE Advisory Asia.
FE Advisory Asia Portfolio review – March 2017
The firm’s cautious portfolio was up again in March for the third consecutive month, according to Luke Ng, senior VP of research at FE Advisory Asia.
FE Advisory Asia Portfolio review – January 2017
This month FSA looks at the growth portfolio, which was up in January. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
