Wed, Dec 12, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Demand for products and alternative assets from investors seeking yields is probably largest in Asia

Friday, February 23, 2018

Komfie Manalo, Opalesque Asia:

The demand for wealth management products and alternative assets from investors seeking yields is probably the largest in Asia. In addition, a large part of the global savings growth is in Asia, said Vishweshwar Anantharam, co-founder and CEO of multi-asset macro fund Vanhau Asset Management.

Indeed, that growth story was the very reason why Anantharam and his partner left their jobs at Goldman Sachs to pursue the opportunity set in Asia. The duo would bring decades of India-China expertise, which they think will be the two of the biggest macro drivers in the years to come, Anantharam told participants of the latest Opalesque Hong Kong Roundtable that he.

"Today, 45% of the global FDI is attracted by Asia and 60% of incremental GDP growth in the world is contributed by developing Asia," he said and added, "The widening financial architecture in Asia with the increased accessibility to these markets for foreigners presents a great opportunity for managers who have the right experience and DNA to generate alpha."

Adam Tam, quant equity portfolios manager at China Everbright Asset Management agrees that overall, Asia remains an attractive place to look for investment opportunities. He stated that since 2010 Asian has underperformed the MSCI World but has also broken out of the underperformance.

Adam......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Hedge funds pivot back to stocks, raising leverage from 2018 low[more]

    From Bloomberg: The smart money is finally warming up to U.S. equities after turning defensive in the past few months. Hedge funds' gross leverage, a measure of the industry's risk appetite, climbed 2.5 percentage points to 234.5 percent as of Nov. 29 from a one-year low reached 10 days earlier, cli

  2. Brexit: Hedge funds make big bets against post-Brexit UK economy, Hedge funds rent a lifeline to stay afloat in EU post-Brexit, Treasury green-lights sale of new EU funds into UK[more]

    Hedge funds make big bets against post-Brexit UK economy From The Guardian: A pair of hedge funds owned by prominent Brexit supporters have made significant bets against companies exposed to the British consumer including big high street names. Odey Asset Management, part-owned by Cr

  3. Trends: Licking their wounds, fund managers prep for rally in '19, Concerns rising over leveraged loan market[more]

    Licking their wounds, fund managers prep for rally in '19 From Reuters: With bond and equity markets from the United States to emerging markets all on pace to lose money this year, investors have not seen this much red on their screens since 1972, the last time no asset class returned at

  4. New Launches: Swiss boutique launches EM impact bond fund, Jungle Ventures to raise $200m third venture capital fund, CPR AM licences five funds with new climate rating, Sailing Capital seeks $1.5bn for second fund, Liquid multi-strategy alts focus of new Schroder fund, Vivo Capital rakes in $864m, Swiss group launches sustainable European small-cap fund[more]

    Swiss boutique launches EM impact bond fund From City Wire: Swiss impact investmenting boutique BlueOrchard has launched a Ucits-complaint impact bond fund. The Luxembourg-domiciled Emerging Markets SDG Impact Bond fund will allocate to companies in emerging and frontier markets and aims t

  5. Institutional Investors: PennPSERS earmarks $450m for 3 funds, adds new funds to DC lineup, Qatar Investment Authority has accelerated investments in technology, Elon Musk says he would no longer accept Saudi investment, San Francisco City & County Employees slates $192m for alternatives[more]

    PennPSERS earmarks $450m for 3 funds, adds new funds to DC lineup From PIonline.com: Pennsylvania Public School Employees' Retirement System, Harrisburg, allocated $450 million to three investment funds and added 11 new funds to its defined contribution lineup, confirmed Evelyn Williams,