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Outlooks

Markets
Inflows returning to emerging markets with rebound forecast
Relative outperformance is expected to resume after a mid-cycle consolidation amid a softening of the inflation outlook, a strong structural story and attractive valuations, ...
By Leigh Powell | 7 June 2011
Co-published
WEBCAST: Robeco identifies key megatrends for investors
The Europe-based asset manager highlights how three trends will drive change in consumption behaviour, and points out how best to benefit.
By Leigh Powell | 2 June 2011
Conference Highlights
Asset managers dismiss Asia bond market fears
The positive long-term story overshadows concerns over policy-rate risk and the impact of Europe's sovereign debt crisis, say Kheng-siang Ng of SSgA and Kenneth Akintewe of ...
By Leigh Powell | 24 May 2011
Markets
China FMCs to face stiffer competition from insurers
China's insurance regulator has broadened the management scope of insurance firms' own AMCs and lowered their operational requirements, denting the prospects for FMCs.
By Leigh Powell | 27 April 2011
Markets
JP Morgan AM adds China equities, sees rising EM debt
The firm moves to strategic overweight with core inflation contained but expects the global business cycle to peak in 2011, says its head of investment services Geoff Lewis.
By Leanne Wang | 26 April 2011
Markets
Perkins IM talks US value stocks after negative S&P move
Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment ...
By Joe Marsh | 21 April 2011
Markets
Fidelity’s Bolton & co see end to China tightening
Fidelity trio Anthony Bolton, Martha Wang and Raymond Ma say China is nearing the end of a monetary tightening cycle and predict a positive effect on domestic consumption.
By Leanne Wang | 19 April 2011
Asset Owners
Asian investors favour equities as inflation hedge: BarCap survey
Gold is the second most popular inflation hedge, while few retail investors in Asia make much use of inflation-linked bonds, say wealth managers polled by Barclays Capital.
By Joe Marsh | 11 April 2011
Distribution
Fund chiefs look beyond China for revenue growth
Asset managers should not assume that China-derived inflows will continue at the same pace as they have in past years, agree the Asia heads of four big fund management firms.
By Joe Marsh | 4 April 2011
Outlooks
China A-shares face tough 2011-12: GF CEO Li
Li Jianyong, CEO at China's GF Securities and director at E Fund in Guangzhou, believes Chinese equities will struggle for the short term.
By Jame DiBiasio | 1 April 2011
Markets
Moody’s lists A-Pac beneficiaries of displaced energy demand
As Japan comes to rely more on non-nuclear fuel, the rating agency pinpoints those companies that are best positioned to benefit in Asia-Pacific.
By Leigh Powell | 18 March 2011
Markets
Add global frontier markets to portfolio, not Asian: HSBC
The bank’s asset management arm argues the case for frontier markets over emerging markets, with Nigeria a particular favourite.
By Leanne Wang | 4 March 2011
Alternatives
Astmax backs commodities to outperform stocks in 2011
The Japanese hedge fund is bullish on copper, grains, palladium, rubber and soy beans, and is launching new strategies to take advantage of investor demand for the asset class.
By Joe Marsh | 2 March 2011
Markets
China FMCs offset outflows via record fund launches
Fund managers launched 47 new funds in the fourth quarter of last year as the industry experienced organic outflows and fund churn hit an all-time high.
By Leigh Powell | 23 February 2011
Outlooks
Hedge fund investors see demise of US dollar in five years
One in five say the US dollar will not be the world's reserve currency in five years, but the majority believe continued tightening in China will result in a soft landing for ...
By Leigh Powell | 22 February 2011
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