Views & Interviews Spotlight

Asset Class in Focus 17, Dec 18

Only four fund sectors positive in 2018

This year’s best performing fund category in the Hong Kong universe was actually 2017’s worst performer.

Asset Class in Focus 13, Dec 18

Morgan Stanley backs China’s onshore bonds

These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.

Asset Class in Focus 13, Dec 18

Foreign investors eyeing China funds, says UBS AM

The firm is also continuing its build-out in the mainland, despite onshore sentiment, by appointing Raymond Yin to lead onshore operations.

Asset Class in Focus 12, Dec 18

How much should investors de-risk in 2019?

Investors are advised to balance risk and reward in the coming year, and take a “barbell approach” to investing, argues Blackrock’s Belinda Boa, Hong Kong-based head of active investments for Asia-Pacific and chief investment officer of emerging markets for fundamental active equity.

Asset Class in Focus | 12 Dec 18

Bond managers fear ‘self-fuelling bear market’

The spread between the two-year and 10-year treasury is now 0.09%.

Asset Class in Focus | 11 Dec 18

Factor-based strategies not ‘sexy’, says Invesco

The market for factor-based strategies is not yet there for individual investors in Asia, according to Stephen Quance, Singapore-based director for factor-based investing at Invesco.

Sponsored by NN Investment Partners | 10 Dec 18

Convertible bonds: opportunity knocks

Looking past negative headlines regarding tariffs and trade wars, the world is currently seeing healthy albeit slower economic growth and upward pressure on interest rates due to the phasing out of monetary stimulus. Such an environment presents a buying opportunity for Convertible Bonds (CBs). CBs’ equity-like characteristics mean they benefit from economic growth while they are only modestly impacted by rising rates because of their low effective duration, which averages 1.8 years across the asset class.

Asset Class in Focus | 7 Dec 18

Don’t fear India’s Modi, says Pictet AM

The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.

Industry Interviews | 5 Dec 18

Manila’s Atram sees strong feeder fund inflows

Despite the October downturn, global feeder funds managed by Atram Trust in Manila saw strong inflows, according to director Andrew Caw.

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