How to make more from machines
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.
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How coronavirus could change our working lives and the climate
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.
Exclusive asset owner survey: mapping the future for HKD bonds
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.
The 2020 US presidential election – what’s in store for Asian bonds?
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.
Boosting the appetite of asset owners for HKD bonds
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.
Asset owners urge more variety in HKD bonds
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.
Asset owner survey: turning more cautious on HKD bonds
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.
Asian Bond Watch: Coronavirus and the investment implications
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.
Being Ready for Investment Challenges in 2020
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.
Outlook 2020: It’s All About the Trade War
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.
Tapping into China's expanding investment universe
MSCI continues to monitor China’s ongoing market reforms as well as what investors are looking for in terms of international best practice.
Global Outlook for 2020: A Battle of Three Cycles
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.
Asian Bond Watch: Year in Review
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.
Fixed Income ETFs: Fact vs. Fiction (Part 2)
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.
Time, trust and credit-risk exposure in a trade war
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.
Asian bonds yield opportunities in a lower-for-much-longer world
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.
Finding the value in Hong Kong dollar bonds
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.
Mid-Year Outlook: Policy Easing Supports Asian Bonds
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.
Benchmarking Asia’s Biotechnology Sector: CES HK Biotechnology Index
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.
Backing HKD bonds for a protective stance
The backdrop for Hong Kong dollar bonds appears supportive for those investors seeking tried-and-tested assets to weather the uncertain macro outlook.
