Indonesia's equity market is likely to outperform other ASEAN countries, said Soohai Lim, director of Asian equities at Baring Asset Management.
Rising volatility means investors are losing faith in central bank efforts to lay the foundation for economic recovery, according to Ben Leyland, lead manager of JOHCM Global Opportunities Fund.
Despite falling markets, Robert Smith, manager of the Baring German Growth Fund, not only hasn’t changed his portfolio but he remains optimistic about 2016.
Ariel Bezalel, manager of the Jupiter Dynamic Bond Fund, has been migrating his portfolio to a more defensive posture.
Guy de Blonay, who manages a financial equities fund for Jupiter AM, reveals two strategic allocation decisions that have helped performance through a year of volatility.
Barings has made major shifts in equities, slashed bond exposure and increased cash holdings significantly in its multi-asset portfolio, said Khiem Do, head of Asian multi-asset.
Thematic investing makes it easier for a manager to stray from conviction, but Luciano Diana, co-manager of the Pictet Clean Energy Fund, has a system to keep his fund pure.
Structural trends are driving demand for income globally. While investor focus has been on dividend income, the trend toward equities-for-yield is far from a short-term fashionable topic, argues Piergaetano Iaccarino, head of thematic and disciplined equity at Pioneer Investments, in sponsored commentary.
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo's Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.