Many investors monitor performance over too short a time frame, says Kevin Beatty, equity CIO of MFS. But they have lowered their return expectations, finds a survey by the US fund house.
The US fund house is likely to set up a wholly foreign-owned entity in China, but is still researching its entry options. It does not currently aim to use the mutual recognition scheme.
Bond fund managers are focusing on the pace and degree of rising US interest rates as the next opportunity for the Federal Reserve to act looms.
Fund managers in the US are sceptical that China's bond market can become a strategic allocation until the renminbi is fully convertible.
The reduction of secondary market liquidity in bond markets has changed attitudes about managing assets.
This week's stock market volatility in the wake of Greece's referendum against austerity is likely to create opportunities for US-based fund managers, who view European equities as attractive.
The US stock market’s strong performance has not put it in bubble territory, says Northern Trust international CIO Wayne Bowers.
What is keeping portfolio managers up at night, with equities at multi-year highs? Speakers at AsianInvestor's Southeast Asian forum gave their thoughts.
The top 15 active houses worldwide attracted over half of industry inflows last year, proving size matters. Their growth was driven by income funds, equity, multi-asset and alternatives.
The firm has appointed Jonathan Tiu in a newly created role and has plans to add resources as it awaits confirmation of a full fund management licence in the city-state.
With all the talk around stimulus measures giving Japan a much-needed economic boost, MFS Investment CIO Michael Roberge argues the measures should have been taken long ago.
Europe isn’t going to get past its problems, but Asia and the US present attractive opportunities to buy dividend-paying companies, says MFS IM boss Robert Manning.