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.
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.
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.
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.
Emerging markets need to offer investors stable economies, guided by predictable policymaking, while local laws need to offer a stable, consistent framework for competition, argues Jack Lin, head of Asia-Pacific, Middle East and Africa at Pioneer Investments.
A new US president and key European elections may create strong volatility in 2017. How will the price of gold fare? George Milling-Stanley, head of gold strategy at State Street Global Advisors, provides his views.
The firm’s cautious portfolio was up in December and recorded a modest gain for the full year. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Fixed income inflows turned positive in 2016, but the Hong Kong Investment Funds Association is optimistic about equity funds in the first half.
Monica Defend, head of global asset allocation research at Pioneer Investments, sees a dynamic scenario for 2017 and describes major investment themes that will characterise the year.