Real estate and infrastructure reduce correlation risk, but be cautious of direct lending products that attract with high yields, argues JP Morgan Asset Management.
Category: Alternatives
A look at alts as an income source
As interest rates stay low for longer, JP Morgan Asset Management sees alternative investments as a source of harder-to-find income.
Deutsche Wealth maintains 10% alts allocation
Deutsche Bank Wealth Management has made changes to hedge fund allocation recommendations, including trimming down positions in equity long/short strategies.
EFG Bank sees demand for ‘new’ hedge strategies
Alternative investment funds, many of which are descendants of the risky hedge funds from a decade ago, are increasingly in demand as risk-management tools, according to Simon Godfrey, head of product management at EFG Bank.
Deutsche Wealth: Fixed income loses appeal
Rising interest rates and yields have made Deutsche Bank Wealth Management pessimistic about fixed income investment, according to Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific.
GAM: Alts demand to continue in 2018
Alternatives, particularly infrastructure investments, are expected to see continued demand from professional investors, according to industry sources speaking at the recent Association of Luxembourg Fund Industry (ALFI) roadshow.
Citi: Clients taking beta off the table
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
BNPP WM: HNWI clients should allocate to alts
Valuations of traditional asset classes have become expensive, and diversifying with alternative assets can still be done relatively cheap, according to industry sources.
Matthews Asia’s latest fund to target Asian high yield
Active with immediate effect, the Matthews Asia Credit Opportunities Fund will seek a diverse range of income-generating openings across the Asian continent.
