MUFG Asset Management (UK) ’s Post

CEO of Finland’s Evli Maunu Lehtimäki discusses the company’s Q2 and the most attractive asset classes – while the market waits for a rotation from large caps to small caps. In Q2, the fund products that attracted the least net flows in were its short duration bond funds, which Lehtimäki himself expects to have an attractive performance for the rest of 2024. “This is my personal view now, and it is that I’m still rather bullish on short bonds. Return levels there are tempting, and short duration corporate loans, but also longer high yield corporate loans are particularly interesting,” Lehtimäki says. #assetmanagement #assetmanager #finland #nordic #portfoliomanager #portfoliomanagement #institutionalinvestor #institutionalinvestment #bonds #equityfunds #corporateloans #smallcaps #largecaps #growthstocks

"Foreign and Local Portfolio Investments" (18-July-2024) #WEFinancialServices #PSX #Market #Investments #Foreign #Local

One of our strategic clients in Europe, invested today into Asset Value Investors (AVI) Japanese Equity strategy - we would like to thank Joe Bauernfreund and his team, at AVI, for supporting us within this process and for the trust shown by this institutionel investor. The Investment objective of the strategy is to achieve long-term capital appreciation through investing in a portfolio of over-capitalised small-cap Japanese equities. Asset Value Investors will leverage its three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market. See more: https://lnkd.in/eAwzWq9h #yardhouseglobalpartners #japan #equities #ucits #smallcap #activism

As outlined in this recent Financial Times article, Chinese companies have taken advantage of strong investor demand in the convertible market to issue over $8 billion of convertible securities thus far in 2024. These recent deals have all had coupons below 1% which, in our view, makes them an attractive source of financing. https://lnkd.in/gnkRcXa4

26 China-listed companies unable to redeem $282 million of wealth management products with yield of 5.6% to 7.2% from 5 trust companies Guotong Trust, China Foreign Economy & Trade Trust, Zhongrong International Trust, Minmetals International Trust and Yunnan International Trust. Read - https://lnkd.in/gFzBkkzD follow Caproasia | Driving the future of Asia 26 China-listed companies had been reported to be unable to redeem $282 million(CNY 2 billion) of wealth management products with yield of 5.6% to 7.2% from 5 trust companies Guotong Trust, China Foreign Economy & Trade Trust, Zhongrong International Trust, Minmetals International Trust and Yunnan International Trust.  In December 2023, China asset manager Wanxiang Trust ($12 billion AUM) had missed interest payments on 2 trust products with $141 million AUM since August 2023.  Wanxiang Trust was setup in 2012 and is owned by one of China’s largest privately-owned conglomerates Wanxiang Group. 

Today’s China Top Five:   💡 𝗟𝗮𝗿𝗴𝗲 𝗙𝘂𝗻𝗱 𝗙𝗹𝗼𝘄𝘀 𝗣𝗼𝘀𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗳𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 The increased scale of flows in the mutual fund industry is raising issues for fund managers. The large influx of new capital to bond funds is making asset allocation challenging and portfolio managers are flagging the need to monitor the risks associated with the potential for large-scale redemptions accordingly. 💡 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗻𝗻𝘂𝗶𝘁𝘆 𝗔𝘀𝘀𝗲𝘁𝘀 𝗛𝗶𝘁 𝗥𝗠𝗕𝟯𝘁𝗿    Assets under the Enterprise Annuities (pillar two) scheme increased by RMB316bn in 2023 to reach RMB3.15tr by year-end. Investment returns on EA portfolios averaged 1.21% last year, taking the average annual return since inception to 6.3%. 💡 𝗕𝗿𝗼𝗸𝗲𝗿𝘀 𝗥𝗲𝗳𝗶𝗻𝗲 𝗚𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗖𝗼𝘃𝗲𝗿𝗮𝗴𝗲 Securities firms have been reviewing their branch networks and rationalizing coverage in lossmaking regions through mergers and closures; since the beginning of 2023, more than 20 firms have merged over 80 outlets. At the same time, leading firms have been concentrating efforts higher-income cities. 💡 𝗜𝗻𝘀𝘂𝗿𝗲𝗿-𝗯𝗮𝗰𝗸𝗲𝗱 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗙𝘂𝗻𝗱 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝗱 𝗶𝗻 𝗕𝗲𝗶𝗷𝗶𝗻𝗴 Beijing Shoucheng Urban Development Infrastructure Investment Fund has been established. The fund, with a registered capital of 5 billion yuan, contributed by Sunshine Asset Management (a subsidiary of Sunshine Insurance Group) along with Beijing Shoujing Investment Co., Ltd., and Shoucheng Rongshi (Beijing) Fund Management Co., Ltd. 💡 𝗙𝘂𝗻𝗱 𝗦𝗮𝗹𝗲𝘀 𝗗𝗶𝘃𝗲𝗿𝗴𝗲𝗻𝗰𝗲 Several fund companies have announced the closure or downsizing of their direct sales platforms. Meanwhile, others are intensifying efforts to enhance their attractiveness through rate discounts and platform upgrades, signaling a growing interest to build a platform that allows direct interaction with clients.   #chinatopfive #zbenadvisors #assetmanagement #mutualfunds #ETFs  #china #financialnews

Engagement between companies and #shareholders is becoming increasingly important in #Japan. The GPIF has also indicated its intention to deepen #engagement as an asset owner. Follow us for the latest articles. #quickcorp #marketsview #asia #stock

FUND MANAGER UPDATE | WHY STRATEGIC ASSET ALLOCATION MATTERS 🎬 Webinar | 26 June 2024 | Only for qualified investors German 10 a.m. | English 2 p.m. 🎙 I am pleased to Kurt Schappelwein, Head of Multi Assets and Deputy CIO at Raiffeisen Capital Management, to be able to take a closer look at strategic asset allocation. 👉 Which asset classes does the Multi Asset team currently consider to be attractive in the long term? 👉 Why countercyclical investing? How has this proven itself in different market environments? Which input factors are relevant in the long term? 👉 Which multi-asset solutions or portfolios have been able to successfully hold their own in competitive peer groups for over 10 years? ++ REGISTER NOW ++ German at 10 a.m.: https://lnkd.in/dqhEA8xT English at 2 p.m.: https://lnkd.in/dyMhn28r https://lnkd.in/dRtXTUtt

There is uncertainty amongst asset managers and how they plan to move forward with investments in China. Some are pulling back because of the concerns around uncertain regulations, but there are others who still feel that there's great opportunity in future market growth. JPMorgan has shown a commitment to staying in China in the near-term despite the challenges that have been bubbling up in its economy. #GlobalMarkets #RiskManagement #GeopoliticalRisk

If you don’t go after what you want, you’ll never have it. For years, I searched for the best way to transition from #business owner to investor. It wasn’t until I discovered arbitrage #trading and concentrated liquidity that I unlocked returns as high as 360% APR. I don’t mess around. This picture was taken in Singapore, late at night. I work here until 1:00 AM every day to support my American clients. Nothing is for free. This October, I’m offering the opportunity for one individual to learn how I generate up to $1,000 daily—passively. Recommended investment capital: $100,000 Initial consultation: $200 DM me if you’re ready to take your investment game to the next level.