Natixis survey
Equities and managing downside risk are the key focus areas for global institutional investors in 2015, according to a survey report by Natixis Global Asset Management.
Author: Drew Wilson
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Citibank is buying equities in 2015
Roger Bacon, head of Citibank's managed investments in Asia, sketches the bank's investment themes for 2015, which he believes will be a challenging year.
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High yield bonds losing allure
The compensation for credit risk in high yield bonds has fallen below the 10-year average, writes Arnout van Rijn, Robeco's CIO of Asia Pacific.
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Legg Mason developing liquid alternatives
In line with the move to more customised strategies, Legg Mason is trying to develop alternative products in asset classes such as private equity and real estate that also have the daily liquidity investors crave, said Joe Sullivan the firm’s chairman and chief executive officer.
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US and EM valuation split
A large valuation gap between emerging markets and the US is mainly sentiment-driven, creating opportunities to selectively pick next-cycle winners, said Joshua Crabb, head of Asian equities at Old Mutual Global Investors, who was plucked from BlackRock in September.
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Absolute return appetite emerging
Volatility in global markets has nudged private bank clients toward absolute return type funds, said Edmund Yun, executive director, head of investment for Asia at BMO Private Bank.
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Stock connect to launch in one week
Authorities in Hong Kong and China have approved the launch of the Hong Kong-Shanghai stock connect pilot scheme, setting the start date for November 17.
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BEA cautious on high yield
The low yield environment of the last couple years sent investors flocking to high yield fixed income products, up to the point where we hear about a potential bubble possibly forming, said Alfred Mak, head of investment products and advisory at the Bank of East Asia.
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BlackRock sees sweeping changes
Emerging markets will have sharply different characteristics in the next ten years than they had in the last, and investment strategies will be reshaped in the context of "divergence", according to Jeff Shen, BlackRock's head of emerging markets.
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Standard Chartered makes case European equities
European equities and RMB bonds are among the favourite investment classes at Standard Chartered Bank, said Steve Brice, chief investment strategist, group wealth management.
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BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
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A view from Asia Citibanks Roger Bacon
In Asia, Citibank’s $251bn retail and private wealth management business is growing at roughly 12% per year, while at the same time discretionary mandates are gradually increasing.