As China further relaxes capital controls, the demand for renminbi-denominated investments outside the mainland should grow, argues Stratton Street’s Andy Seaman.
Tag: Stratton Street Capital
Foreign firms peck at China’s $9trn bond market
Despite the inclusion of onshore bonds on some global indices, portfolio managers have taken minimal exposure to the onshore bond market, citing the payment settlement issue as a key obstacle.
Mistakes made, lessons learned
FSA asked investment professionals from Stratton Street, Jupiter AM, Standard Life Investments and OMGI to reveal a past investing mistake and explain what they have learned from it.
Stratton Street: Question bond index weightings
Bond investors who have allocated money based on the major global bond indices are missing out on better bond opportunities, according to Andy Seaman, Stratton Street Capital’s London-based partner and chief investment officer.
Stratton Street: Why investors can’t ignore China bonds
The inclusion of China bonds in global indices will have huge implications for asset managers, according to Andy Seaman, Stratton Street Capital’s London-based partner and chief investment officer.
Higher sector risk after Singapore bond defaults
Asset managers believe that the country’s bond defaults are a concern, but stopped short of saying they would spread outside the energy-related sectors.
Stratton Street: China’s capital flight overplayed
Analysts have recently warned about China’s currency risks, but Stratton Street Capital fund manager and partner Andy Seaman offers a contrarian view.
