IWD 2022: Challenges faced by female fund professionals
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.
Capitalising on a changing landscape in China
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.
Janus Henderson on global real estate
Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.
BNY Mellon IM on high yield investing
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.
Video: T Rowe Price on emerging market investing
Value investing in emerging markets is largely ignored, but watch out for value traps, explains Irmak Surenkok, portfolio specialist in the equities division.
Video: Franklin Templeton on emerging markets investing
The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Video: Hermes IM on multi-asset investing
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.
Video: Aviva Investors on multi-asset investing
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.
Video: Vanguard Investments on return assumptions
Although the outlook for return assumptions across asset classes has been lowered, Vanguard product specialist Andy Ng identifies specific opportunities.
Video: TT International on China equities
Look for opportunities in China’s domestic consumption space, says portfolio manager Marco Li.
Video: BNY Mellon IM on income investing
Charles Martin, portfolio specialist BNY Mellon affiliate Insight Investment, discusses global short-dated high yield investing.
VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS
Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.
VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING
Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.
VIDEO: DWS ON THE YEAR AHEAD
Ferdinand Haas, managing director and head of product EMEA & APAC at DWS, sees strong demand for Asian credit supported by massive regional inflows.
Video: M&G on ESG and high yield
James Tomlins, manager of the firm’s Global High Yield ESG Bond Fund, uses three steps when applying ESG to high yield.
BNPP Asset Management on ESG investing
The firm has an ESG validation committee to verify that internal ESG guidelines are followed, according to Jane Ambachtsheer, global head of sustainability.
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FSA SPY
The FSA Spy market buzz – 27 January 2023
Change at AllianceBernstein, Schroders on China, delisting in Shanghai, mean reversion, HSBC’s ESG conumdrum, Vanguard’s flows, ARK vs Energy, Charles Dickens and much more.
