One of the biggest mistakes of Hui Tai, Hong Kong-based managing director and Asia chief investment strategist at JP Morgan Asset Management, was underestimating the US economy.
Tag: US Dollar
BEA Union bond manager wary of rate hikes
With 61% of her fund’s portfolio in China corporate bonds, Pheona Tsang, head of fixed income at BEA Union Investment, is monitoring rising US interest rates and the impact on Asia bonds.
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Weakening yuan, stronger dollar, huge concern
The media has given little attention to the increasing global risk posed by China’s weakening currency, according to Mark Smith, partner at UK-based wealth manager Andrews Gwynne.
J Safra Sarasin: EM equities to outperform
Despite a strong US dollar and rising interest rates, emerging markets will be the best performing equity market by year-end, according to Jan Amrit Poser, Bank J Safra Sarasin’s Zurich-based chief strategist and head of sustainability.
Dollar strength bodes well for DM equities
JP Morgan Asset Management and Franklin Templeton believe the US dollar has another 5% upside before calling the end of appreciation, which benefits developed more than emerging markets.
The EMpire strikes back?
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.
SSGA: Gold ETFs to remain strong in H2
Net fund flows into global gold ETFs in the first half this year have already surpassed the same period of 2009 during the financial crisis, as Brexit has created more uncertainties in the global economic outlook.
The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
Institutional investors on tail risk events
Institutional investors in Asia-Pacific are more concerned about tail risk events such as oil price shocks, new asset bubbles or geopolitical tensions compared to their global counterparts, according to a study by Allianz Global Investors.
