Asian bond funds: Still the one-stop shop for yield?
Investment Manager Roundtable Discussion Series - Session 4
Over the past few years, global investors around the world have turned to EM credit, particularly in Asia, when searching for yield. However, with the Fed set to begin tapering asset purchases and possibly take rates higher as well going forward, will this story continue to hold? And what role do the recent developments in China’s property bond market, a popular destination amongst yield hunters, play in all this? Are there still opportunities within EM and Asian credit, and if so, what countries, sectors, ratings and tenors might outperform? Join our panel of EM and Asian credit specialists to find out.
Dennis Lee, Corporate Credit Analyst, EM Fixed Income, BNP Paribas Asset Management
Clarence Chan, Head of ETFs, ChinaAMC(HK)
Andy Ng, Vice President, EII APAC Investment and Product Strategist, BlackRock
Yi Wang, Head of Quantitative Investments, CSOPAsset Management
Lester Chan, Head of Wealth Management, Greater China, Saxo