The move by J.P. Morgan last year to introduce the JACI Asia Pacific Index expands the coverage of the flagship JACI Index to also include debt from Japan, Australia, New Zealand, and other Pacific countries. Investing in Asia Pacific blurs the traditional divide between developed markets and emerging markets, potentially posing problems for asset allocators that still look at the universe in a more traditional (and potentially outdated) way. Omar Slim and Andy Suen, Co-heads of Asia Fixed Income, explain why adding APAC IG bonds to a global IG portfolio may enhance risk-adjusted returns. https://lnkd.in/epEZJ-Fe #asiapacific #fixedincome #JACI
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We believe Asia offers compelling opportunities for equity investors, benefiting from a range of opportunity sets across the region. Read our 2024 Midyear Asia Equity Outlook for our views on the most attractive regions and sectors in the second half. https://lnkd.in/eW6GjDtx #outlook #fixedincome #bonds #asia
2024 Midyear Asia Equity Outlook: Focusing on Select Stocks | PineBridge Investments
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With rate cuts likely to be gradual, we believe investors should differentiate among Asia credits that have varying degrees of sensitivity to funding costs and currency risk. Learn where we see opportunities in our 2024 Midyear Asia Fixed Income Outlook. https://lnkd.in/eCwMbdfa #investing #asia #fixedincome #bonds
2024 Midyear Asia Fixed Income Outlook: Credit Selection Is Key as Uncertainties Persist | PineBridge Investments
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abrdn Asian Income Fund Limited is an investment company that offers the prospect of both capital and income growth and could be considered a core offering for investors seeking diversification through #Asian equity exposure. Hear from Edison's Milosz Papst and Yoojeong Oh, CFA, one of the fund's managers, as they explore the potential opportunity in Asia. For more on emerging markets, read our latest report: https://lnkd.in/eaPgvTrc #EM #emergingmarkets #asia abrdn Investment Trusts
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Is investing in China all bad news? James Klempster of Liontrust Asset Management PLC and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year. Author: Adam Lewis https://lnkd.in/ebTT9k9m #investing #china #liontrust #matthewsasia #chineseequities
Head to head: Will the year of the dragon herald better times for China? | International Adviser
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In volatile market conditions, a diverse range of income-generating strategies may help investors enhance returns and reduce risk. abrdn’s Alex Smith, Head of Equities Investment Specialists - Asia Pacific, Thomas Drissner, Head of Asian Credit Research, and Dongyue Zhang, Head of Multi-Asset Investment Solutions Specialists - Asia Pacific, weigh up different ways to access stable income from equities, fixed income and multi-asset investments. Find out more about our APAC investment forum here: https://ow.ly/IqIX50QGvQR Investment involves risk. For wholesale/institutional investors only. #AIF2024
APAC Investment Forum 2024
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Founder @ Marquee Finance by Sagar LLC | Financial Newsletter, Global Macroeconomic Analysis | Investor | Trader
Which Is The Cheapest "Developed" Equity Market In The World? Well, folks, it's not a mystery that China is one of the cheapest equity markets in the world with a TTM PE of around 10X, but it's categorised as an EM equity market. Surprisingly, the UK is the cheapest Developed Equity Market by all means. This is because some of the largest FTSE100 companies are engaged in the energy sector, and most FTSE100 companies derive their revenues from outside the UK. Can we get a potential rerating of the UK's equity markets? Chart: Macrobond #markets #investing #equities #ftse100
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Asia high yield’s solid performance in the first half of 2024 is likely to continue due to falling default rates, enhanced market diversification, and high yield carry. While China’s recent measures supporting the housing market reduce the risk of a further deflationary spiral, we believe more action is needed to stabilize the property sector. Discover the latest insights from our Asia fixed income team on the asset class, including strategies for identifying opportunities and managing risk effectively. https://lnkd.in/dyDzYuG7 #asia #fixedincome #highyield #chinaproperty
Asia High Yield: Still Attractively Valued Amid Declining Default Rates | PineBridge Investments
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Explore Chinese equities with Irish Life Investment Managers and Canada Life Investment Management's combined expertise! Gain insights from Darragh O'Dowd, CFA, CAIA, Head of Multi-Asset solutions at ILIM, as he navigates the nuances of the Chinese market, offering strategic guidance for long-term growth. https://hubs.la/Q02tslNY0 #MarketInsights #MutualFunds #InvestmentOpportunities #MarketVolatility #InvestmentInsights
The case for staying the course with Chinese equities
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The untapped potential of the Asian private credit market and the evolving dynamics of GP/LP relationships were among the key insights shared at the Hong Kong Venture Capital and Private Equity Association (HKVCA)'s Asia Private Equity Forum 2024. Raymond Chan, Managing Director, Head of APAC Credit, was among the panelists for “Enter the Dragon: LP Outlook for 2024” a discussion about how LPs (limited partners) will be investing in Asia, how their GP (General Partner) assessments have evolved over the past few years, and what makes for an effective GP/LP relationship. Raymond underscored the growth potential of the market saying “Asia private credit, with attractive returns yet downside protection, will be an attractive asset class which will see significant growth in the coming years, especially for those who have an established team and maintained robust credit discipline, especially in the recent cycle. “ Raymond highlighted our unique position as a global fund with a long-term investment horizon, certainty of fund flows as well as a flexible mandate, enabling us to offer bespoke alternative solutions to traditional bank financing. Hear more from our senior leaders in the region on what we’re seeing in Asia: https://lnkd.in/gcqzb_2i
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