• Home
  • Views & Comment

VIEWS & COMMENT

Eastspring sees room to grow in China, Thailand

Eastspring sees room to grow in China, Thailand...

Chief executive Guy Strapp, in a sit-down with FSA, talks about the need to expand in China, 2016 results, the recent asset management M&A and fee pressure.

Published : 24, Apr 2017
JO Hambro sees buoyant US bank sector

JO Hambro sees buoyant US bank sector

Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.

Published : 11, Apr 2017
China is off the map for Latin American investors

China is off the map for Latin American investors...

Capital controls, regulatory changes and slowing economic growth are concerning to Latin American investors, according to Mariano Sardáns, CEO of wealth management firm FDI - Gerenciadora de Patrimonios in Buenos Aires.

Published : 10, Apr 2017
At GSAM, EM optimism runs high

At GSAM, EM optimism runs high

A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management's chief investment officer of emerging markets equity, Prashant Khemka.

Published : 7, Apr 2017
Mercer’s hunt for managers

Mercer’s hunt for managers

Mercer's Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.

Published : 5, Apr 2017
A talk with Blackrock's Andrew Swan

A talk with Blackrock's Andrew Swan

The firm's Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.

Published : 4, Apr 2017
China bull Rothman: Doomsayers have got it wrong

China bull Rothman: Doomsayers have got it wrong...

Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.

Published : 30, Mar 2017
Mercer: Baked-in optimism warrants portfolio review

Mercer: Baked-in optimism warrants portfolio review...

Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.

Published : 29, Mar 2017
Mirae's ambitious global growth plans

Mirae's ambitious global growth plans

Korean asset manager Mirae has expanded across Asia, established itself in Europe and continues to grow. Jung Ho Rhee explains how the firm capitalises on a special understanding of key consumer trends in developing markets.

Published : 21, Mar 2017
Asian equities defy Trump

Asian equities defy Trump

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.

FE Advisory Asia Portfolio review – January 2017

FE Advisory Asia Portfolio review – January 2017...

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.

Published : 22, Feb 2017
Vontobel stays lean during PB shakeout

Vontobel stays lean during PB shakeout

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.

Published : 15, Feb 2017

Events

FSA Income Forums -- Singapore & Hong Kong 2017

Singapore, Tuesday 21st February

Hong Kong, Thursday 23rd February

OTHER STORIES FROM LAST WORD...