Views & Interviews Spotlight

Asset Class in Focus 25, Apr 18

Voya: Loan returns trimmed by short supply

While rising interest rates boost returns of loan funds, increased demand for loans, together with limited supply, reduce the gains, according to Jeff Bakalar, managing director and head of senior loans at Voya IM.

Asset Class in Focus 24, Apr 18

Uncovering China’s small caps

China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.

Industry Interviews 24, Apr 18

Mirae Asset: Active ETFs in HK?

Korea’s Mirae Asset has a thriving active ETF business in Canada, but is not yet planning to bring such products to Hong Kong, according to Steve Hawkins, president and co-CEO of Horizons ETFs Management (Canada).

Asset Class in Focus 23, Apr 18

Spotting defaults in HY portfolios

Defaults normally take a couple of years after the first warning signs and therefore can usually be predicted, said Vivek Bommi, European high yield and global high yield manager for Neuberger Berman. He explains some of the red flags and his approach to risk.

Asset Class in Focus | 19 Apr 18

Fidelity HY manager eyes China property bonds

Industry consolidation in China’s property development market has made the separation between winners and losers more clear and improved valuations in the sector, said Bryan Collins, lead manager of Fidelity Asian High Yield Fund.

Industry Interviews | 19 Apr 18

HK investors don’t trust advisors

Only 7% of retail investors in Hong Kong believe that their financial advisor puts client interests first, the lowest score in 12 markets surveyed in a study commissioned by the CFA Institute.

Asset Class in Focus | 13 Apr 18

Bottom-fishing in Russia

This week’s volatility in Russia’s stock market presents buying opportunities, however the market’s structural flaws mean that investors need cast-iron stomachs to weather more such events in the future.

Asset Class in Focus | 12 Apr 18

Foreign firms peck at China’s $9trn bond market

Despite the inclusion of onshore bonds on some global indices, portfolio managers have taken minimal exposure to the onshore bond market, citing the payment settlement issue as a key obstacle.

Asset Class in Focus | 12 Apr 18

China equity: A case for active management?

Actively-managed China equity funds are the top performers, while ETFs lag in FSA’s ranking of best and worst China equity products at the end of Q1.

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