Following the shock exit of its regional head, the fund house outlines plans to build A-share research, boost Asian bond coverage, seek a WFOE licence in Shanghai and open an office in Singapore.
Asset class in focus: Asian fixed income
Asian bonds posted strong returns last year, but face an uncertain environment given changing US policy and expected Federal Reserve rate rises. Still, they offer relatively high yields.
Global debt is less liquid, and Asian bonds more accessible, than in the past, notes Peter Ryan-Kane of Willis Towers Watson. Some clients have acted on the firm's advice.
The Swiss multi-family office is buying more Asian high yield and emerging-market debt despite concerns over a strong dollar, but it is wary of US equities.
We present the third in our series of predictions for the Year of the Rooster. Today: will the Bank of Japan be forced to re-think its 10-year bond yield target?
Taiwan's $115 billion state pension manager is considering how to raise its foreign smart-beta exposure and will review its emerging-market allocation this year after taking losses on EM debt.
The Taiwanese insurer has welcomed the US rate hike, but is concerned about global uncertainty. It is buying more emerging-market bonds, with the exception of Chinese debt.
In partnership with Matthews Asia
Investors are allocating their money as if the short-term trend is now the long-term reality, writes Robert Horrocks PhD, Chief Investment Officer, Matthews Asia.
In partnership with Matthews Asia
A total return strategy can help investors weather any upcoming storm, writes Yu Zhang CFA, portfolio manager at Matthews Asia.
In partnership with Matthews Asia
The outlook for Asian credit is more favourable than the uncertain backdrop may suggest, argues Teresa Kong, Portfolio Manager of Matthews Asia.
In partnership with State Street Global Advisors
A policy U-turn by central banks bolstered bond markets in early 2019 but will key regional elections create some turbulence ahead? State Street Global Advisors’ Kheng-Siang Ng outlines how Asia’s markets are likely to react.
In partnership with State Street Global Advisors
A new survey by Greenwich Associates reveals many global investors are considering Asian opportunities given that low yields in the US, Europe and Japan have proved advantageous for those investing in Asian fixed income assets.
In partnership with PineBridge Investments
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.
