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.
Despite US-China tariffs, Schroders’ Jack Lee urges Asian investors to look at equity strategies more holistically as he outlines his reasons to AsianInvestor.
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.
The latest survey of the largest 300 institutional investors in Asia Pacific revealed greater certainty in their investing plans. But there was a marked split in the direction of these plans.
State Street Global Advisors’ Asia Pacific head of fixed income, Kheng-Siang Ng explains why the region’s bond markets continue to outperform their global counterparts.
In a year of heightened fixed income volatility particularly for emerging markets, Asia’s investment grade credit market stands out as a haven of relative stability.
With low correlation to geo-political events, now’s the time to re-assess how convertible bonds will drive portfolio performance and deliver diversification.
Asia’s asset managers are increasingly looking at the European market to widen their client base in the search for fresh opportunities and returns.
State Street Global Advisors' Asia Pacific head of fixed income, Kheng-Siang Ng explains why index approaches are gaining popularity among investors.
Ongoing China-US tariffs and trade relations are tending to overshadow attractive, long-term alpha opportunities in China’s onshore A-share market, according to PineBridge Investments.
Society’s addiction to plastics is pushing the environment to the limit, but as Hermes’ Emma Berntman explains, behind the demonisation of plastic lies the need for a paradigm shift in the way we produce and consume goods – one which we can participate in as investors and consumers.
2018 has so far been a challenging period for local and US dollar-denominated Asian debt markets. However, as State Street Global Advisors' Kheng-Siang Ng explains, hard and local currency bond markets continue to present a varied and differentiated opportunity set to investors.
Despite current challenges, PineBridge Investments’ portfolio manager for global multi-assets Sunny Ng, explains economic fundamentals indicate the outlook for global markets remains constructive.
Asian debt continues to hold up well despite global headwinds and the EM debt outlook remains positive. State Street Global Advisors’ Asia Pacific head of fixed income, Kheng-Siang Ng explains why.
The US economy’s uptick means the time’s right for global investors to add North American real estate to their portfolio allocations, as Walton Global Investments’ John Plastiras explains to AsianInvestor.
State Street Global Advisors' Asia Pacific head of fixed income, Kheng-Siang Ng, shares insights about the bond market with AsianInvestor.
Kames Capital’s diversified income strategy aims to deliver regular income of 5% p.a., and a total return of 7-8%, by blending a range of assets and alternatives.
Yields and improving fundamentals indicate the Asian local currency bond market is well placed in 2018 according to State Street Global Advisors.
Gradual appreciation of the renminbi should help boost returns, investment experts outline.
The 2018 AsianInvestor Liquidity Survey across Asia-Pacific has revealed an ever-sharper focus by hedge funds on optimising returns and keeping operational processes as clean and efficient as possible, explains Lauren Oakes of Goldman Sachs Asset Management.