Regional investment heads at DBS and Lombard Odier say emerging markets are a better bet amid heightened political risk and uncompelling valuations in developed Europe.
In the second of two articles on the impact of Europe's incoming Mifid II rules, which will affect how fund managers pay for research, bank teams are seen to be under threat.
First State Stewart Asia has changed its approach to paying for research, in an early indication that asset managers in the region will not be immune from looming EU rules.
More and more institutions are entering the mainland debt market and a trading pattern is emerging, as the Bond Connect scheme and wider index inclusion loom closer.
Commodity prices are bouncing back, but will Asian asset owners now embrace an asset class they have long shunned? And is this the start of a new bull cycle, or a temporary rally?
Spreads are at historically tight levels, but portfolio managers believe asset allocators would be unwise to throw in the towel just yet.