A new approach to multi-asset investing
Matteo Germano, global head of multi-asset investments at Pioneer Investments, discusses how to identify investing risks driving returns and combine exposure to them in unique ways.
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A fork in the road for Europe: investing post-Brexit
Giordano Lombardo, CEO and Group CIO, Pioneer Investments, discusses the implications of Brexit on the stability of Europe and the investment landscape over the coming months.
Amundi recommends deeper thinking on EM equities
The French fund house shares the bullishness expressed in AsianInvestor’s emerging market equities poll, but advocates a selective approach.
Emerging markets: smog on the horizon?
Few would claim that the past few years have been good for emerging market investors. But market cycles by their nature turn, and a difficult period for emerging markets could have set the scene for a recovery.
LGT Capital Partners: Alternatives set for continued rise in Asia
More flows are likely into insurance-linked strategies, private equity and trend-following strategies/CTAs, given the benefits of such investments, argues LGT Capital Partners.
Thought leadership piece: the StarMine Combined Alpha Model
Steven Carroll of Thomson Reuters explains how portfolio managers can gain a real edge by using factor-based models.
Value Partners expands beyond Asia to meet demand for global assets
The Hong Kong-based asset manager is expanding its business both in China and outside Asia Pacific, with a view to helping mainland investors raise their international allocations.
A silver lining amid uncertainties over China’s economy
As investors fret about China's slowdown and the pace of structural reform, they risk missing out on great opportunities in e-commerce and infrastructure, says Craig Chen, CIO of E Fund HK.
A new way of deploying capital
Investors should embrace a different way of investing which may reduce directionality while offering the potential for enhanced diversification and truly uncorrelated alpha.
Is low volatility a crowded trade?
Concerns have been raised about investors ‘chasing performance’ by investing more into expensive factors like volatility and could suffer from a sharp reversal of this trend. State Street Global Advisors offers a somewhat different view.
Comparing performance: socially responsible versus sharia-compliant
The International Centre for Education in Islamic Finance pits the performance of socially responsible funds against sharia-compliant peers and unearths some interesting findings.
Five steps to designing a hard-working portfolio for a low-return era
Kevin Anderson, head of investments for Asia Pacific at State Street Global Advisors, proposes re-conceiving the 60/40 investment framework to cope better with prevailing market conditions.
VIDEO: Thomas Poullaouec on strategy
Thomas Poullaouec, head of investment strategy for Asia Pacific at State Street Global Advisors, discusses how portfolios can be enhanced by adopting factor-based strategies.
Go private in Asia, says Willis Towers Watson
Private markets help complete portfolios by accessing exposure that is not available through publicly listed assets. Willis Towers Watson looks at how to implement such strategies.
Supporting capital markets harmonisation
Jo Van de Velde, global head of product management at Euroclear, highlights how regional payments harmonisation provides lessons for global securities markets.
Driving risk out of the fund transaction lifecycle
A chain is only as strong as its weakest link. Investors expect every step in the fund transaction processing lifecycle to be robust and transparent. But is this possible?
Infrastructure – the case for an allocation
AMP Capital's Tim Humphreys explains what investors are looking for when they move into infrastructure. He sets out the differences between listed and unlisted assets, and how to enhance portfolio performance.
Asian fixed income: Resilience amid volatility
The prospect of US interest rate hikes has spurred fears of a potential sell-off in global bond markets. Asian fixed income markets have been relatively resilient, despite the recent heightened volatility in US and European bond markets, and we continue to be positive on the asset class outlook going forward.
RMB bonds: Making a strong comeback
Offshore RMB bonds delivered lacklustre returns for most of the first quarter but have recently seen a significant turnaround as liquidity conditions have improved drastically. Further monetary loosening in China and easing liquidity conditions will continue to support a recovery in performance.
Resilience underpinned by robust foundations
Q&A with INCEIF’s Dean of Graduate Studies, Professor Dr Mansor Haji Ibrahim
