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?
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.
The Asian Development Bank warns that the region must improve bond market liquidity and cooperation or bond prices will suffer.
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.
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
Robert Horrocks PhD, Chief Investment Officer, Matthews Asia, continues his look at how investors are allocating their money as if the short-term trend is now the long-term reality
