With rapid financial market development, allocation among traditional asset classes may be no longer sufficient for a more efficient diversification. Investors may consider drawing on a richer universe including traditional and alternative investment. In these two episodes, Bonnie Lam, Director and Head of Wholesale Business, HSBC Global Asset Management shares why a multi-asset portfolio is preferred.
Emerging economies have weathered the financial crisis better than developed counterparts so far. However with a record 70% gain of emerging market equities year to date, is there more potential for emerging markets? In these two episodes, Allan Conway, Head of Emerging Markets Equities at Schroders shares his views on emerging markets economies and investment outlook.
"Buy low, sell high" is perhaps the ideal investment strategy. Given a stellar performance of around 67% in Chinese equity in the first 9 months as well as less appealing valuations versus early this year, where can investors find bargains? In these two episodes, Cheah Cheng Hye, Chairman and Chief Investment Officer from Value Partners shares his value investing and contrarian investing strategy in China.
Looking beyond high yield for potential high income
09-10-2009
Global high yield markets have seen a double-digit return year-to-September. The yield spread in many credit sectors are narrowed but still relatively wider than history, pointing to further investment opportunities. A global, multi-sector approach across various credit qualities, asset types and geographies will likely provide a better risk-adjusted return. In these two episodes, Paul J. DeNoon, Director of Emerging Market Debt from AllianceBernstein shares his views on high yield markets.
Looking beyond high yield for potential high income (English)
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