Global asset owners believe China fixed income will bring good returns in the next two years, despite tougher regulations and some high-profile companies getting into difficulties.
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.
FWD and HSBC executives explained in an AsianInvestor webinar that regional bonds should suffer less than others from rising default and geopolitical risk.
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Asian bonds' appeal is seen to be rising among institutional investors but there are lessons to learn too. Five experts have shared their opinions.
In partnership with PineBridge Investments
Asian US dollar bonds have not only withstood the worst of the Covid-19 volatility so far but have come out as attractive as ever – offering investors opportunities to pick value at various points of the yield curve.
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.
As a new round of monetary easing sets in, Asian bonds are coming into greater focus for their higher yields and diversification benefits. Arthur Lau, head of Asia ex Japan fixed income at PineBridge Investments, says to manage today’s market uncertainty active bond selection matters more than ever.
In partnership with State Street Global Advisors
As we enter the final two months of 2019, State Street Global Advisors thought it would be helpful to evaluate what has been an eventful year so far and its impact on the bond markets.
Asian bond market investors face challenging times, but interest rates, credit selection, and local currencies create opportunities for alpha, according to Manulife Asset Management.
In partnership with State Street Global Advisors
Misgivings over trade disputes, Brexit and US growth continue to be felt in Asian bond markets. But will emerging market assets rally if the US Fed takes a less hawkish stance this year?
In partnership with State Street Global Advisors
After a difficult 2018, it seems 2019’s Year of the Pig, representing luck, wealth, and prosperity, is an opportune time for investors to reassess China’s domestic bonds. State Street Global Advisors’ Kheng-Siang Ng outlines their appeal in global indexes.
In partnership with PineBridge Investments
After a sharp sell-off and a strong recovery, Asian bonds still offer value to pro-active investors seeking opportunities in fluid market conditions.
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.
