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.
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.
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.
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.
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.
Excessive growth of corporate debt and consumer credit risk are creating a bubble, warn economists from Amundi and Aberdeen.
Volatility is rising and the Bank of Singapore is concerned about positive client sentiment.
Smart beta ETFs gain market share in Asia-Pacific while struggling globally, according to Morningstar.
Dividend-paying stocks in Europe can be a steady income stream, but they come with caveats and cautions, according to Will James, UK-based investment director for European equities at Aberdeen Standard Investments.
An ambitious target for Asia-Pacific growth has been set by Natixis Global Asset Management’s new head of Asia-Pacific Fabrice Chemouny.
Valuations of traditional asset classes have become expensive, and diversifying with alternative assets can still be done relatively cheap, according to industry sources.
The bank no longer believes in positioning for an inflationary environment and is instead looking for yield, Jan Amrit Poser, Bank J Safra Sarasin’s chief strategist and head of sustainability.