A China equities allocation makes sense when considering global growth, consumerism, foreign investment and the potential for higher returns. As an institutional investor or investment professional, being exposed to China has traditionally been an ancillary outcome of a decision to own emerging market (EM) equities. However, we believe there are potential return and risk benefits from considering China as an independent allocation.
With a cautious sigh of relief, we are now moving into the final stages of 2020. Despite the challenges faced this year, the outlook for bond investors in Asia remains positive.
As we enter the final two months of 2019, State Street Global Advisors thought it would be helpful to evaluate what has been an eventful year so far and its impact on the bond markets.
Many institutional investors are seriously considering adding fixed income ETFs to their portfolios. Here in our second instalment we continue to dispel some myths about the investment vehicle.
Loosening monetary policy amongst Asia’s central banks should provide a good environment for the region’s debt markets. However, all this could change if the truce between the US and China expires.
A new survey by Greenwich Associates indicates that investors see exchange-traded funds as an increasingly effective tool to access Asian fixed income. The liquidity of the products is a particular draw.