Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ in the investment economic cycle and where there is room for innovation in the industry.
In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.
Joe Bauernfreund, manager of the AVI Global Trust and Japan Opportunity Trust, discusses the whole host of factors improving governance in Japan.
Andy Rothman, investment strategist at Matthews Asia catches up with Natalie Kenway, editor in chief at MA Financial Media, on his recent trip to China and the post-pandemic recovery.
In our first edition of Editorial Board Insights, Fund Selector Asia caught up with Simon Godfrey, head of advisory at Prive Technologies, to discuss investment strategies for 2023.
For this year’s International Women’s Day, Fund Selector Asia talked to four experts in Hong Kong and Singapore on their experience as women working in the fund industry.
Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.
Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.
The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.
Value investing in emerging markets is largely ignored, but watch out for value traps, explains Irmak Surenkok, portfolio specialist in the equities division.
The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.