Insights from a new survey by AsianInvestor and Refinitiv suggest new technologies will revolutionise how portfolio management operates in Asia Pacific in the coming years.
Simple-to-use tools that can reduce business travel have long been available. The coronavirus is forcing us now to use them, and the climate could benefit.
A survey of around 100 institutional investors across Asia in late 2019 - conducted by AsianInvestor and HSBC Global Asset Management - has revealed the appetite, trends, challenges, opportunities and a potential roadmap for Hong Kong dollar (HKD) bonds in portfolios.
A Democrat win may negatively hurt US growth, but whether Trump or his blue counterpart win the election, expectations of lower global rates will spark a renewed search for more attractive yields elsewhere. Asia presents opportunities for a yield pickup.
Cecilia Chan, chief investment officer for fixed income at HSBC Global Asset Management in Asia-Pacific, explains why the firm's strategic outlook on Hong Kong dollar bonds remains positive.
Even the most active buyers of Hong Kong dollar (HKD) bonds want more from this asset in terms of liquidity, issuer diversity and tenor – otherwise it might become more marginalised in portfolios.
There is continued appetite for this asset class as a portfolio tool for investors to achieve specific goals such as matching liabilities and avoiding currency risk. But greater choice, more liquidity and higher yields are in growing demand.
While the full impact of the virus remains unclear, it will likely force China to maintain a degree of policy support into the second half of 2020 and possibly beyond.
The consensus of returns for most assets is a lot lower than it has been for the last decade. Adapting to this environment will likely push more investors to delegate their investment activities to third parties and hopefully gain an edge.
China’s trading relationship with the US still hangs on a knife edge. It’s safe to assume Trump will employ tactics that increase his chances of being reelected president. If that means escalation, expect stock markets losses in Asia.
MSCI continues to monitor China’s ongoing market reforms as well as what investors are looking for in terms of international best practice.
What will be the dominant market drivers in the global economy next year? Markus Schomer, chief economist of PineBridge Investments, sees a three-way toss-up between macro, policy, and politics.
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.
Adopting a credit-risk model based on issuer-specific curves and relevant cluster curves allows asset owners to capture changes in investor sentiment as they occur. This is especially important during turbulent periods such as we face now.
The Asian bond market offers refuge with higher yields and stable return but investors need to navigate idiosyncratic risks and the impact of policy and politics.
Geoffrey Lunt, senior product specialist for Asian fixed income at HSBC Global Asset Management, explains the role and benefits of Hong Kong dollar bonds, especially for domestic institutions.
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.
The biotech industry in Asia is in its infancy, but investors are eager to find out more about this exciting marketplace. As such, the CESC launched an index tracking its performance.
The backdrop for Hong Kong dollar bonds appears supportive for those investors seeking tried-and-tested assets to weather the uncertain macro outlook.