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Citi: Clients taking beta off the table

Citi: Clients taking beta off the table

The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.

What to avoid when investing in Europe

What to avoid when investing in Europe

Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.

Jupiter: No China strategy yet

Jupiter: No China strategy yet

FSA caught up with Edward Bonham Carter, vice chairman of UK-based Jupiter Asset Management, who is currently in Asia.

Published : 11, Oct 2017
A hedge play on divergent economic recoveries

A hedge play on divergent economic recoveries

GSAM's relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm's alternative fixed income strategies.

Published : 9, Oct 2017
Is there a tech bubble?

Is there a tech bubble?

There are key differences between the high valuations of tech stocks in 2000 and today, argues Alexandre Mouthon, Geneva-based senior product specialist for thematic equities at Pictet Asset Management.

Published : 27, Sep 2017
The myth of ESG outperformance

The myth of ESG outperformance

Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.

Eastspring's ambitions broader than Asia niche

Eastspring's ambitions broader than Asia niche...

There’s a growing understanding within asset management that you need to either have scale or a niche specialisation to survive. But Guy Strapp, CEO of Singapore-based asset manager Eastspring Investments, begs to differ. He aims to transform the medium-sized Asia specialist into a global player.

Published : 26, Sep 2017
How Jupiter weighs short-selling risks and costs

How Jupiter weighs short-selling risks and costs...

The manager of the Jupiter Global Absolute Return fund, a long-short strategy, explains why the fund tends to make money when markets weaken.

Published : 22, Sep 2017
Citi PB: China’s managed defaults will not spread

Citi PB: China’s managed defaults will not spread...

In the face of dire warnings, China appears to be managing its corporate defaults, said Bassam Salem, CEO for Asia-Pacific at Citi Private Bank, and a stronger RMB has prompted the bank to reverse its stance on dim sum bonds.

Published : 21, Sep 2017
M&G: Bond funds should target risk not yield

M&G: Bond funds should target risk not yield

Targeting a specific level of income in a fixed income fund may lead to taking too much or too little risk, argues Stefan Isaacs, deputy head of retail fixed interest at M&G Investments.

Published : 20, Sep 2017
Deutsche WM sees big data benefits

Deutsche WM sees big data benefits

Big data may be a fund differentiator when used in the investment process, but Asia’s fund selectors are uncomfortable with quant strategies, said Deutsche Bank’s head of fund solutions in APAC, Joyce Ngan.

Published : 19, Sep 2017
Janus Henderson likes Europe's troubled sector

Janus Henderson likes Europe's troubled sector...

European banks are more healthy than two years ago, and they pay dividends, according to Richard Brown, London-based client portfolio manager at Janus Henderson Investors.

Published : 18, Sep 2017
Alternatives fund targeting elite whisky raises $12m

Alternatives fund targeting elite whisky raises...

The Whisky Investment Fund, a first of its kind launched in Hong Kong in 2014, has exceed its initial target of $10m, according to a statement from the fund.

Published : 14, Sep 2017

Events

 

FSA Investment Forum Singapore 2017

Tuesday 31 October

 

FSA Investment Forum Hong Kong 2017

Thursday 2 November

OTHER STORIES FROM LAST WORD...