Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
The Swiss bank ramps up its Asia equity capability.
Mainland investors will have access to a European-focused alternatives product.
Tariff escalation and alleged espionage by China are raising significant concerns for Value Partners, JO Hambro and UBP.
The Geneva-headquartered bank aims to grow its external asset manager business to 5% of total AUM in Asia over the next few years, said Benoit Barbereau, the bank’s head of external asset managers.
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
As the rhetoric on trade tariffs heats up, what do economists and portfolio managers in the region think?
Smart-beta strategies are unlikely to overtake traditional fund products and become a mainstream investment tool, argues Nicolas Faller, co-CEO of asset management at Union Bancaire Privée.
The return for US and European bond investors offers insufficient compensation for the risk they are taking, especially in the high yield segment, said Norman Villamin, chief investment officer at Union Bancaire Privee.
Value Partners names Yu Xiaobao as head of China business; UBP’s operating expenses increase due to Coutts Asia integration; Blackrock’s ETF assets breach $1.5trn mark; Cerulli expects global mutual fund assets to hit $100trn by 2020; Singapore’s fintech association rolls out a comprehensive fintech directory; BofAML sees global fund firms allocate more to Japanese equities; Australia launches its first stewardship code for fund firms; and more…