Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
This month FSA looks at the growth portfolio, which was up in January. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Emerging markets need to offer investors stable economies, guided by predictable policymaking, while local laws need to offer a stable, consistent framework for competition, argues Jack Lin, head of Asia-Pacific, Middle East and Africa at Pioneer Investments.
Michael Haupt, chief operating officer and investment advisor, and Alex Fung, CEO and head of PB in Asia-Pacific, argue that Vontobel's streamlined and focused business model is a plus during industry consolidation.
`Super high yield and super short duration’ is how S.E.A. Asset Management is approaching Asian high yield bond investing, according to Singapore-based CEO Alex Zeeh.
Coming from the asset management side, Stefan Lecher, new head of client portfolio management for Asia-Pacific at UBS Wealth Management in Hong Kong, said unconstrained managers have the best chance to excel.
The world is entering new political-economic territory and the policies that come out of the US present the single biggest risk to investors for years to come, according to Garry Hawker, director of strategic research for growth markets at Mercer in Singapore.
A new US president and key European elections may create strong volatility in 2017. How will the price of gold fare? George Milling-Stanley, head of gold strategy at State Street Global Advisors, provides his views.
The firm’s cautious portfolio was up in December and recorded a modest gain for the full year. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Fixed income inflows turned positive in 2016, but the Hong Kong Investment Funds Association is optimistic about equity funds in the first half.
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.