A total return strategy can help investors weather any upcoming storm, writes Yu Zhang CFA, portfolio manager at Matthews Asia.
Investors are allocating their money as if the short-term trend is now the long-term reality, writes Robert Horrocks PhD, Chief Investment Officer, Matthews Asia.
The Taiwanese insurer has welcomed the US rate hike, but is concerned about global uncertainty. It is buying more emerging-market bonds, with the exception of Chinese debt.
Taiwan's $115 billion state pension manager is considering how to raise its foreign smart-beta exposure and will review its emerging-market allocation this year after taking losses on EM debt.
We present the third in our series of predictions for the Year of the Rooster. Today: will the Bank of Japan be forced to re-think its 10-year bond yield target?
The Swiss multi-family office is buying more Asian high yield and emerging-market debt despite concerns over a strong dollar, but it is wary of US equities.