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.
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.
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.
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.
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.
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.
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.
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.
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.