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.
Tag : global
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.
Korea's Teachers' Pension ramping up risk
The $14 billion fund has set ambitious targets to raise allocation to global securities and alternative investments in a drive to squeeze higher returns from its portfolio.
Global EM fund flows heavily favour Asia
US research highlights the dominance of China and Asia in global mutual fund and ETF flows to emerging markets, revealing a startling imbalance between equity and bond allocations.
RQFII ETFs suffer first month of net outflows
The initial batch of four products listed in Hong Kong, which attracted $6.4 billion in inflows last year, suffered a combined exodus in February, raising questions for future launches.
Henderson Global Investors gives view on Singapore property
Singapore commercial property is getting pricey, but longer term investors should still be able to make a single digit return.
