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Outlooks

Markets
CIO Horrocks scents dividend bonanza in China
The CSRC's drive to elevate dividend payout ratios, combined with investors' desire for transparency, potentially spells good news for China equities.
By Leanne Wang | 16 November 2011
Markets
China property slowdown tipped to hit luxury consumption
Magdalene Miller, manager of SLI’s China Equities fund, expects China’s nouveau riche to ease luxury spending as the property market softens.
By Leanne Wang | 1 November 2011
Asset Owners
Asia AM industry tipped to double, spurred by ETF growth
The region's asset management industry will swell to $4 trillion by 2015 and eventually be the biggest in the world, finds Cerulli. ETFs are forecast to grow rapidly, notably ...
By Leigh Powell | 26 October 2011
Alternatives
Prime office space and housing face tough times: Franklin Templeton
The US asset manager's global director of real estate investment trusts gives his views on property in Asia and Europe.
By Joe Marsh | 21 October 2011
Outlooks
Will a political ‘lost decade’ upend EM growth hopes?
Martin Currie’s emerging-market investor Kim Catechis says the next decade’s growth opportunity is intra-EM, but worries that wealth has led to complacent policymaking.
By Jame DiBiasio | 19 October 2011
People Moves
Clariden Leu eyes India entry, realigns after Malhotra exit
The firm, which is streamlining its organisational structure after CIO Sandeep Malhotra quit, expects a peak in inflation and foresees opportunities in India’s equity market.
By Leigh Powell | 6 October 2011
Business Moves
Greece will default but ECB right to be proactive: Skandia
Last week's move by the ECB was encouraging, says Skandia Investment Group's head of asset allocation. The firm may seek a Singapore presence and retail licence.
By Joe Marsh | 20 September 2011
Outlooks
Brace yourself for 2012 recession: Charles Dumas
Lombard Street Research’s Charles Dumas says the global economy will fall into recession and China won’t be able to help. US equities are best poised to lead ...
By Jame DiBiasio | 19 September 2011
Outlooks
EMs and Japan top GMO’s seven-year outlook
The S&P500 is expected to flatline, and China is “California on steroids”, says Edward Chancellor at GMO.
By Jame DiBiasio | 22 August 2011
Markets
Buy commodities, avoid long-tenor EM bonds: HSBC
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
By Joe Marsh | 1 August 2011
Markets
SSgA fixed-income CIO outlines approaches to debt crises
Buying shorter-duration bonds and customising benchmarks are two strategies for tackling the debt crises in Europe and the US, says Kevin Anderson of State Street Global Advisors.
By Joe Marsh | 19 July 2011
Outlooks
Europe and US woes tipped to spark strong EM inflows
Compared to debt problems facing Europe and the US, emerging-markets inflation is a cyclical issue that is relatively easily resolved, reflects Sandeep Malhotra of Clariden Leu.
By Leigh Powell | 14 July 2011
Markets
US default worries are a ‘cry wolf’ situation: MFS
A last-minute agreement on the US debt ceiling will be reached, says Jeffrey Morrison of MFS Investment Management, who sees emerging-market rate tightening as a greater concern.
By Joe Marsh | 12 July 2011
Outlooks
VIDEO: Fidelity forecasts Asia rebound amid uncertainty
Multiple macro fears are driving risk aversion among investors globally, but earnings growth and valuations cast Asian equities in a favourable light, says CIO John Ford.
By Leigh Powell | 6 July 2011
Outlooks
China equities are a buy, argues Baring AM
Investment manager William Fong says valuation levels are compelling after the correction, but maintains positions in stocks less sensitive to inflation pressure and policy ...
By Leanne Wang | 28 June 2011
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