Asian Investor - Outlooks

Harcourt targets $5 billion AUM for commodity fund

Fri, 27 Apr 2012 08:40:00 GMT

The alternatives arm of asset manager Vontobel aims to hit capacity for the product within five years with the help of sales through private banks in Asia.

The Fed’s medicine is working: Brown Brothers

Tue, 24 Apr 2012 08:40:00 GMT

A revival in bank lending is good news for investing in US assets, argues Jeffrey Schoenfeld, CIO and partner at Brown Brothers Harriman.

Optimistic Asia wealth managers put growth before liquidity

Mon, 23 Apr 2012 08:40:00 GMT

They are positive about China and the eurozone, while emerging markets become the second most actively used asset class. Changing regulation is seen as the main challenge.

ETFs tipped to help Asian bond markets develop

Mon, 13 Feb 2012 09:40:00 GMT

Fixed-income exchange-traded funds have not gained much traction in Asia, but iShares’ chief investment strategist says volumes will rise as corporate bond issuance increases.

Fixed-income ETPs attract record monthly inflows

Fri, 10 Feb 2012 09:30:00 GMT

This penchant for bonds points to risk aversion, but substantial new money also poured into emerging-market equity exchange-traded products in January.

Value investing back in vogue for 2012, says JP Morgan

Tue, 07 Feb 2012 06:00:00 GMT

With value stocks outperforming growth stocks in January, the bank talks up emerging markets on a macro level and is overweighting Chinese and Asean equities.

WEBCAST: Robeco Asia-Pac CIO explains regional view

Thu, 02 Feb 2012 06:00:00 GMT

Arnout van Rijn joins AsianInvestor for a discussion on Asia-Pacific equities and currencies and, in the process, identifies individual stocks with appeal.

WEBCAST: Robeco Hong Kong CIO explains Asia view

Thu, 02 Feb 2012 06:00:00 GMT

Arnout van Rijn joins AsianInvestor for a discussion on Asia-Pacific equities and currencies and, in the process, identifies individual stocks with appeal.

Happy lunar new year!

Fri, 20 Jan 2012 06:00:00 GMT

We would like to wish our readers a happy and prosperous lunar new year. Our daily newsletter will take a break over the holidays and return on Thursday, January 26.

CNH market tipped to top $50 billion by year-end

Thu, 12 Jan 2012 06:00:00 GMT

Deutsche Bank expects the CNH bond market to grow over 50% in 2012, with more products launched. It comes as AsianInvestor hosts its third RMB Rising event in Hong Kong today.

HSBC sees key entry points in Asian markets

Tue, 10 Jan 2012 06:00:00 GMT

Diversification has become key amid risk-on, risk-off correlation in 2011, but Philip Poole and Bill Maldonado of HSBC Global Asset Management outline reasons for optimism.

Asia hedge funds underperform global industry in 2011

Thu, 05 Jan 2012 06:00:00 GMT

Long/short fared worst and CTA best as Asia strategies sank a combined -8.5% in 2011. But data provider Eurekahedge takes the view that things can only get better this year.

Time to recapture lost ground in Greater China: JP Morgan

Thu, 05 Jan 2012 06:00:00 GMT

Howard Wang of JP Morgan's asset management arm talks up Chinese banking and consumer stocks, while the firm has cut property and financial holdings in Hong Kong and Taiwan.

Asia-Pac investment execs most pessimistic on global economy

Tue, 20 Dec 2011 06:00:00 GMT

More respondents from Asia than elsewhere expect a global contraction next year, finds a survey, but they are more upbeat about employment and growth prospects at home.

Asia CB pipeline likely to start flowing again: BNPP IP

Fri, 16 Dec 2011 06:00:00 GMT

With credit hard to come by and stocks looking cheap, Asian convertible bond issuance may be set to increase, says Skander Chabbi of BNP Paribas Investment Partners.

LGT chief talks manager selection and finding talent

Mon, 12 Dec 2011 06:00:00 GMT

Prince Max of Liechtenstein, the CEO of LGT Group, outlines his views on exchange-traded funds, big private banking brands and Asian regulation.

Role of RMB in portfolios set to grow – but how?

Wed, 07 Dec 2011 07:00:00 GMT

Panellists at AsianInvestor's Southeast Asia Institutional Investment Forum yesterday discuss how the renminbi will continue to rise in importance.

Global CIO Wells warns of CDS blow-up, inflation risks

Tue, 29 Nov 2011 07:00:00 GMT

Andrew Wells of FIL Investments International discusses a potential blow-up in Europe’s CDS market and argues that investors are losing sight of inflation.

Emerging markets still often treated as a ‘monolithic bloc’

Fri, 25 Nov 2011 07:00:00 GMT

With emerging market equities increasingly a core portfolio allocation, investors should take a more targeted approach to the asset class, says Robin Thorn at PineBridge Investments.

Baring’s multi-asset fund to boost equities, but when?

Thu, 17 Nov 2011 07:00:00 GMT

Percival Stanion, global head of multi-asset portfolios at Baring Asset Management, says investors are waiting for emerging-market monetary easing and more certainty in Europe.

CIO Horrocks scents dividend bonanza in China

Wed, 16 Nov 2011 07:00:00 GMT

The CSRC's drive to elevate dividend payout ratios, combined with investors' desire for transparency, potentially spells good news for China equities.

China property slowdown tipped to hit luxury consumption

Tue, 01 Nov 2011 07:00:00 GMT

Magdalene Miller, manager of SLI’s China Equities fund, expects China’s nouveau riche to ease luxury spending as the property market softens.

Asia AM industry tipped to double, spurred by ETF growth

Wed, 26 Oct 2011 07:00:00 GMT

The region's asset management industry will swell to $4 trillion by 2015 and eventually be the biggest in the world, finds Cerulli. ETFs are forecast to grow rapidly, notably in China.

Asia AM industry tipped to double amid client-driven ETF growth

Wed, 26 Oct 2011 07:00:00 GMT

The region's asset management industry will swell to $4 trillion by 2015 and will become the biggest in the world, finds Cerulli. ETFs are forecast to grow rapidly, notably in China.

Prime office space and housing face tough times: Franklin Templeton

Fri, 21 Oct 2011 07:00:00 GMT

The US asset manager's global director of real estate investment trusts gives his views on property in Asia and Europe.