Schroders’ Dorian Carrell addresses the limitations of 60/40
Dorian Carrell, head of multi-asset income at Schroders, bases his balanced strategy on three pillars.
Distributors
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Infrastructure equity enters the spotlight
Allocators find infrastructure equities compelling given its growth potential combined with resilient, inflation-protected earnings.
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Fund selectors back alternatives amid turmoil
Alternatives provide uncorrelated streams of alpha, a hedge against market volatility and different sources of income.
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RHB’s Edwin Leong: Multi-asset strategies add diversity and stability
Strategies should fit into investors’ individual objectives, Edwin Leong, head, group product solutions & research at RHB Group Asset Management tells FSA.
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J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of equities at J Safra Sarasin.
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Bank of Singapore strengthens Greater China team with J. Safra Sarasin hire
Bank of Singapore has hired former Bank J. Safra Sarasin team head Kelly Yang.
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Julius Baer’s Jeffrey Tam: Diversify equities with financials and biotech
Short-dated credit also offers a compelling middle ground between cash and the broader fixed income universe, Jeffrey Tam, head fund specialists, Hong Kong, Julius Baer tells FSA.
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HSBC Private Bank bolsters Singapore and India leadership teams
The private banking arm of HSBC has made four new appointments to its Singapore and India desks.
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Metrobank Trust’s Ma. Cristina Gabaldon: DPM allows clients to focus on long-term financial goals
A core component of Metrobank Trust’s approach is global diversification, Ma. Cristina Gabaldon, head of investment of the investment management division, tells FSA.
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UOB names Tan Choon Hin as head of ASEAN and Greater China
United Overseas Bank (UOB) said the newly created role will see Tan Choon Hin lead growth across the region.
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Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
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Hang Seng Bank’s Belle Liang: Growing retail access via evergreen and semi-liquid vehicles
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
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Julius Baer hires former Bank of Singapore exec as market head South East Asia
Julius Baer has hired Nira Tanoko, former Bank of Singapore market head, Indonesia, to join its leadership team.
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Julius Baer’s Jason Ng: Alts provide diversified enhanced risk-adjusted returns
Across all alternative asset classes success ultimately hinges on manager selection, explains Jason Ng, alternatives specialist, Asia & Middle East, Julius Baer.
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Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
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HSBC Private Bank favours barbell approach to China equities
Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.
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Lombard Odier’s Jack Siu backs convertibles for protection and performance
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.