Monica Defend, head of global asset allocation research at Pioneer Investments, sees a dynamic scenario for 2017 and describes major investment themes that will characterise the year.
November’s surprise ban of large currency bills in India is one of the greatest single-country risks in emerging markets, Mark Mobius, executive chairman of the Templeton emerging markets group, told FSA.
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Fast growing volumes, liquidity and diversity provide more options for regional investors, argues Clifford Lau, head of fixed income for Asia-Pacific at Columbia Threadneedle Investments.
The acronym VARP is popping up, led by an increasing interest in Pakistan investment.
Family offices and HNWIs are increasingly investing in private equity, according to Preqin.
The upcoming Common Reporting System (CRS) is set to pose “fundamental changes” to the wealth management industry both regionally and globally in 2017, said Kevin Liem, CIO at TTG Wealth Management.
The relationship between interest rates and inflation is what matters for gold investors, said OMGI’s Ned Naylor-Leyland, who remains positive on gold despite wide expectations for rising rates.
FSA asked Asia's fund selector community for their opinions on key issues coming in 2017. We present views from Hang Seng, Mercer, Tri-Lake and OCBC.
Robin Tsui, ETF Gold Specialist at State Street Global Advisors, explains the benefits of gold exposure in the portfolio.
The firm aims to get its funds on the shelves of key private bank distributors for the wholesale segment, and it has made key senior hires this year to drive efforts.
Harvest Global Investments head of business development, Ashley Dale, said the firm will be launching new products and building its brand regardless of current market appetite.
Details on the Trump pledge to spend up to $1trn on infrastructure are sketchy, but renewable energy, surprisingly, may benefit, said infrastructure portfolio manager Matthew King at Morgan Stanley Investment Management.