Selective opportunities in Asian high-yield could deliver attractive risk-adjusted returns, even amid rising US interest rates, argues Teresa Kong, portfolio manager at Matthews Asia.
How do you find companies undergoing positive change before the market discovers them? Mikhail Zverev, head of global equities at Standard Life Investments, explains the process.
The bank’s Asia wealth management unit has a strategy to increase discretionary business, which Tuan Huynh, head of discretionary portfolio management for Asia-Pacific, believes will not be limited by the parent bank’s restructuring plan.
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
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.
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
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.
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.
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.
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.
EM debt should perform well despite rising US bond yields and a stronger dollar, argues Marcelo Assalin, head of emerging market debt at NN Investment Partners.
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
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.