The UK-based fund manager’s Asia head of equities Hugh Young, and head of fixed income Anthony Michael, talk business strategy.
The UK fund manager has made its first fixed-income investment hire in Kuala Lumpur, and two more are imminent.
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 ...
Clarence Yang has moved from London to Hong Kong to boost the asset manager's regional focus on governance and socially responsible investment, reinforcing a trend in Asia.
But the consensus is that the world's most populous country will maintain its rapid growth in 2011, whether it raises interest rates further or not.
MFC Global Investment Management and Aberdeen Asset Management are among those with strategies targeting renminbi-denominated bonds issued in both mainland China and Hong Kong.
The UK-based asset manager wants to build up its bond franchise, with China central to its plans, but renminbi funds in Hong Kong are not currently on the agenda.
Aberdeen Asset Management and Janus Capital express caution over the outlook for the US market, with the high level of unemployment a major area of concern.
Infrastructure will become increasingly important, while property is attractive due to relatively wide spreads, says Mike Turner, the UK asset manager's allocation head.
And in other regions, the asset manager favours Mexico and Poland, says portfolio manager Kevin Daly.
The veteran fund manager and co-founder of Aberdeen's Singapore office will step down as head of Asian equities to return to Europe later this year.
Regions which were victims rather than catalysts for the credit crisis will be the first to recover, says Aberdeen's Andrew McMenigall.
Aberdeen says investors should be wary of benchmark huggers that pretend to be active fund managers.
Although emerging countries are going through a very difficult economic period, their problems are essentially cyclical, says Aberdeen's Peter Elston.
It’s time to build scale into asset-management offerings, says Credit Suisse asset-management managing director Salman Shoaib.
Investment Outlook Series: Peter Elston, a strategist at Aberdeen Asset Management Asia, says poorly managed companies can't hide behind impressive macros anymore.
The purchase of Credit Suisse significantly adds to the assets managed by Aberdeen that are sourced from clients in Asia.
The fund house's bread-and-butter in Thailand has been retail investors, but now it is tapping into the institutional side of the business.
The fund house continues to look for companies that will produce returns in excess of both risk-free rates and market averages over a period of five to 10 years.
The head of Aberdeen Asset Management says the fund house's core rationale is to invest in good companies run by professional people.