Asset managers gathered at the FSA Investment Forum Hong Kong and shared their views on the risks and opportunities for investors.
Tag: Vontobel Asset Management
Vontobel AM sees opportunities in China and EM
There are quality companies in China in sectors less impacted by regulation, according to Vontobel Asset Management.
Apac investors tilt to themes
Three-quarters of investors surveyed in the region will likely increase their exposure to thematic investments.
The FSA Spy market buzz – 16 October 2020
Change at Vontobel AM; BNY Mellon IM hires; Condolences to LCA Solutions; Nikko’s Gaming; Hang Seng’s ESG; Bubbles bursting; Do as I say; Odd one out; Flying to Singapore and much more…
Vontobel AM opens Singapore office
It has hired Benny Gay from DWS to oversee clients in Hong Kong and Singapore.
In case you missed it (24 July 2020)
JP Morgan AM makes ESG hire in Japan; Federated Hermes bolsters impact team; Vontobel AM launches listed infrastructure fund; and more…
Twenty-Four AM positions for recession
Fixed income portfolios should shun risk and erect liquidity buffers against future shocks, argues Twenty-Four Asset Management’s founding partner.
Stick with short duration bonds
High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.
How Vontobel AM hunts ‘future leaders’
When investing in emerging markets equities, a more logical yet easier way to seek returns is focus on stable leaders rather than ‘dark horses’, argued Thomas Schaffner, portfolio manager at Vontobel Asset Management.
ESG scoring should be binary, but it’s elusive
ESG investing requires quantifiable methods throughout the analysis process, but you can only go so far with numbers, according to Marc Bindschädler, senior portfolio advisor at MTX, a boutique under Vontobel Asset Management.
