Views & Interviews
Views on portfolio allocation and interviews with wealth and asset managers
Views & Interviews Spotlight
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.
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.