Growth and inflation expectations have rebounded sharply, shows the Bank of America Merrill Lynch monthly fund manager survey. But some allocators remain wary.
Are investors looking to further pile up their cash holdings to hedge against market uncertainties? Four experts tell AsianInvestor their side of the story.
In the latest issue of AsianInvestor magazine, we interview the CIOs of Japan’s GPIF and Malaysia’s KWAP, analyse China’s onshore bond market and report from our Taiwan investment forum.
Silverhorn Investment Advisors has seen most of its clients pull money from directional equity and high-yield strategies and put as much as 30% of portfolios into cash.
The fund's target cash weighting was 10%, but it raised the level to near-20% due to strength of returns and resultant selling down of assets. It expects future returns to be lower.
The recent stock market slide in China can be considered a cautionary tale for investors taking on too much risk, says Manulife’s chief equity investment officer for Asia.