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MS IM on the promised infrastructure boost

MS IM on the promised infrastructure boost

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.

Published : 2, Dec 2016
East Capital sees Russia warming trend

East Capital sees Russia warming trend

The Russian market is up 37% year-to-date and the economy is moving from recession to growth. Tim Umberger, senior adviser to East Capital, is optimistic about 2017.

Published : 30, Nov 2016
SJP builds out Asia presence

SJP builds out Asia presence

St James’s Place has doubled its adviser numbers in Asia and is planning to extend the base from expats to local HNWI, said Mike Gravestock, partnership director for Asia and international.

Published : 30, Nov 2016
Citi: Sector investing focus for 2017

Citi: Sector investing focus for 2017

Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.

Published : 28, Nov 2016
Fidelity EM manager cautious on IT, China banks

Fidelity EM manager cautious on IT, China banks...

An underweight position in IT stocks, as well as Brexit market volatility, has detracted from the performance of Fidelity’s emerging market fund in recent months, according to manager Nick Price.

Published : 18, Nov 2016
Reyl assesses protectionist theme

Reyl assesses protectionist theme

Wealth manager Reyl Singapore has started to re-evaluate allocations as the world comes to terms with the unexpected US presidential election victory of Donald Trump.

Published : 16, Nov 2016
Hambro overweights Asia tech sector

Hambro overweights Asia tech sector

Large, tech-savvy populations and potentially the world’s fastest-growing internet market are reasons why wealth manager James Hambro & Partners has overweighted the sector this year, said James Horniman, head of adviser solutions and part of the investment team.

Published : 11, Nov 2016
EMD risks abating, argues Axa IM

EMD risks abating, argues Axa IM

General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.

Published : 7, Nov 2016
China is world's biggest macro risk, say Europe's fund selectors

China is world's biggest macro risk, say Europe's...

Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the recent Expert Investor forum in Barcelona, organised by FSA's sister publication Expert Investor.

Published : 7, Nov 2016
The next US president is an issue in Asia, sort of

The next US president is an issue in Asia, sort...

Many investors in Asia are not positioning portfolios for the US election and instead will wait until concrete policies with a chance of getting approved are rolled out.

Published : 4, Nov 2016
The Brexit debate: What exactly do we know?

The Brexit debate: What exactly do we know?

As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.

Published : 3, Nov 2016

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