How to make credit research pay off
Taking an active approach to managing fixed income portfolios can be the key to outperformance. Doing this effectively matters in Asia, in particular, given the higher risk of defaults in 2019.
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Headwinds ahead: Time to get active with objective-based multi-asset strategies
The end of the current growth cycle is looming on the horizon, but choppy market conditions are no reason to be pessimistic, according to Schroders’ Simon Doyle who urges investors to get active because there’s no such thing as a free lunch.
Asian Bond Watch: New global survey shows keen interest in Asian fixed income
A new survey by Greenwich Associates reveals many global investors are considering Asian opportunities given that low yields in the US, Europe and Japan have proved advantageous for those investing in Asian fixed income assets.
Capturing alpha in Asia ex-Japan small caps in stormy markets
Volatile markets and a delicate global macro-economic environment have kept some investors on the sidelines. But the economic cycle should not be a barrier to opportunity, says PineBridge Investments.
How data management is becoming vital for investors
Fund managers need to organise and interrogate data in a consistent manner if they are to spot alpha and satisfy institutional client and regulator needs, say industry experts.
Debunking the outsourced CIO myths
Willis Towers Watson addresses common myths surrounding the outsourced chief investment officers model, to help asset owners better understand this alternative management approach to portfolio construction and implementation.
Why Chinese bonds look like a good option
The long-awaited inclusion of onshore China bonds in a global index is a tipping point for fixed income investing that may influence portfolios going forward.
Asian Bond Watch: Policy shifts support emerging markets debt ahead of elections
A policy U-turn by central banks bolstered bond markets in early 2019 but will key regional elections create some turbulence ahead? State Street Global Advisors’ Kheng-Siang Ng outlines how Asia’s markets are likely to react.
Why agility helps investors stay ahead of global market shifts
Too much capital is chasing too little cash flow and these capital movements are creating waves of short-term market volatility. PineBridge Investments looks at what investors can do to manage risks and stay ahead of growth opportunities.
Asian Bond Watch: Will liquidity be unleashed if US-China trade talks reach consensus
The ongoing trade dispute between two of the world’s largest nations is a significant force influencing market movements. State Street Global Advisors’ Kheng-Siang Ng believes a successful resolution could unleash pent-up demand.
Multi-asset strategies: Investing into uncertainty
Despite economic anxiety, it’s possible to identify pockets of outperformance, said Jupiter Asset Management’s multi-asset head.
Solid metrics make Asian bonds stand out
After a sharp sell-off and a strong recovery, Asian bonds still offer value to pro-active investors seeking opportunities in fluid market conditions.
Asian Bond Watch: Get set for China’s inclusion in major bond indexes
After a difficult 2018, it seems 2019’s Year of the Pig, representing luck, wealth, and prosperity, is an opportune time for investors to reassess China’s domestic bonds. State Street Global Advisors’ Kheng-Siang Ng outlines their appeal in global indexes.
Asian Bond Watch: Anticipating a slower US Fed rate hike cycle
Misgivings over trade disputes, Brexit and US growth continue to be felt in Asian bond markets. But will emerging market assets rally if the US Fed takes a less hawkish stance this year?
Tapping China’s strategic investment potential
Good ideas appear obvious with hindsight but the Hang Seng Big Bay Area indexes are a great market indicator for investors who are interested in investing in a dynamic region in the making.
Asian Bond Watch: 2019 struggles with long-term positives and near-term headwinds
Tighter US monetary policy, trade conflicts and political upheaval made 2018 a testing year for Asia and emerging markets. November's recovery in Asian assets left investors wondering if this rally will continue.
Why US housing is on solid ground
Homeownership rates in the US have gradually been stabilising since 2008, in tandem with the recovery of the domestic housing market. Strong economic indicators suggest solid and sustainable growth for real estate investors, says Walton International Group.
Outlook 2019: Rising above the business cycle
The global financial market volatility of 2018 has cast doubt on the durability of the long-running global business cycle. Do we face recession risks or continuing, if slower, growth? Markus Schomer, chief economist of PineBridge Investments, sets out the road map for the year ahead.
Why investing in China's opportunities needs a long-term view
Despite US-China tariffs, Schroders’ Jack Lee urges Asian investors to look at equity strategies more holistically as he outlines his reasons to AsianInvestor.
Asian Bonds: Forget trade wars and focus on EM opportunities
After 2017’s relatively benign investment climate, 2018’s uncertainty leaves fund managers reconsidering their portfolio mix. AsianInvestor recently partnered with State Street Global Advisors and the ABF Pan Asia Bond Index Fund (PAIF), for a series of forums focused on Asia’s bond market.
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