Renaud de Planta, one of Pictet’s eight partners, discusses the firm's strategy for its Asia funds business, which includes a major regional expansion.
While generally positive on the opportunities in Asia’s high-yield credit market, fund managers do have concerns, not least about the risks of CNH bonds.
Foreign institutions have hit their investment limits for corporate and government bonds in India, according to RBS, but those thresholds are likely to rise.
With government bond yields now more likely to rise than fall, investors will need to focus on both yields and credit spreads, says product specialist Mike Story.
AsianInvestor asked Simona Paravani of HSBC Global Asset Management and Northern Trust's Bert Rebelo for their outlook on multi-manager investments in 2010.