Asian clients want portfolios with a more balanced global perspective, so the firm aims to leverage its global capabilities and to set up a regional research function in time, says Karl Dasher.
Portfolio manager Rajeev de Mello says he is building exposure back up to corporate bonds and is starting to buy in Malaysia, the Philippines and Korea.
Rajeev de Mello talks about Asian currency appreciation, the appeal of short-term corporate debt and his plans to invest in renminbi bonds issued in China and Hong Kong.