Bill Maldonado

The latest Fed meeting outcome largely falls in line with market expectations – what other opportunities can fixed income investors leverage on before rate cut kicks in? Tune in to hear from Neeraj Seth, CIO and Head of APAC Fundamental Fixed Income, share about how Asia bonds can serve as a diversifier in global portfolios under the economic backdrop of desynchronized central bank policies. https://1blk.co/4c9yfOn

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Angus Hui, our Deputy CIO and Head of Fixed Income was on the CIO Outlook panel at Fixed Income & FX Leaders Summit APAC 2024. He articulated his China macro views, as well as how the US interest rate outlook, yield curve dynamics, and implications on the FX markets are likely to unfold under Trump 2.0. More importantly, he highlighted where the big opportunities are, and how investors could navigate the changing environment to participate in these alpha opportunities.   #interestrates #fixedincome #alpha #opportunities #china #tariffs   Sanjay Guglani Ana Isabel Gonzalez Encinas Stephen Fisher

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Hong Kong's wealth management sector continues to thrive, demonstrating resilience and growth despite political and geopolitical challenges. A testament to the region's robust financial infrastructure. #WealthManagement #FinancialResilience #HongKong #GlobalFinance #EconomicGrowth

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Our portfolio manager, Melvin Chan, shares insights on how the US rate cuts, due to start next week, could impact Asian bonds: https://go.uob.com/47n0pUB While falling rates generally bode well for bonds, we expect some Asian bond sectors to outperform others. In part two of our series, we explore why investors selectively positioned in high yields and frontier market bonds can benefit from a strong income stream and good capital upside.

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Family offices in Asia Pacific are returning to balanced portfolios and looking to increase their allocations to developed market fixed income and alternatives, according to UBS Global Wealth Management’s (UBS GWM) flagship global family office report 2024.

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How will Trump’s cabinet decisions affect the investment landscape? Discover how to stay ahead of the curve with strategies to capitalise on emerging opportunities and navigate the risks ahead. Listen now: https://lnkd.in/gA34S8ey   #Investing #MoneyInsights #WealthManagement

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Congratulations to the Glasgow Financial Alliance for Net Zero (GFANZ) on a successful Hong Kong Chapter launch! This new chapter aims to engage regional financial institutions to build capacity for transition planning and transition finance. At the launch ceremony, Eddie Yue, Chief Executive of the HKMA, also Advisor to the Hong Kong Chapter, delivered the opening remarks. In his words, “I see great synergy between GFANZ and Hong Kong – the world’s largest net-zero coalition of financial institutions, and Asia’s leading sustainable finance centre. GFANZ can enrich Hong Kong’s sustainable finance ecosystem, just as Hong Kong can add to GFANZ’s net-zero efforts in Greater China, APAC and beyond.” Joining him were Mary Schapiro, Vice Chair of Global Public Policy at Bloomberg and Vice Chair and Head of the GFANZ Secretariat, and Ma Jun, Chairman of the Hong Kong Green Finance Association (HKGFA) and Advisor to the Hong Kong Chapter. Other notable speakers at the launch ceremony included Yuki Yasui, Managing Director of the GFANZ APAC Network; Manshu Deng, Director of the GFANZ Hong Kong Chapter; Julia Leung, Chief Executive Officer of the Securities and Futures Commission (SFC) of Hong Kong; Bonnie Y Chan, Chief Executive Officer of Hong Kong Exchanges and Clearing Limited (HKEX); Luanne Lim, Chief Executive of HSBC Hong Kong; and Thijs Aaten, Chief Executive Officer of APG Asset Management Asia. New collaborative initiatives are already underway. For instance, we are exploring ways to collaborate on sector-specific operational guidance, making it easier for financial institutions to develop their own transition finance strategies and better meet their clients’ transition needs. Follow our page for updates on our ongoing net-zero efforts to build a more sustainable future. #HKMA #GFANZ #HongKong #climateaction #transitionfinance #sustainability

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The Society is mindful of the climate change risks impacting its Investment Portfolio. So it works closely with its Investment Adviser, LGT Wealth Management (LGT) to assess the ongoing impact. You can read more here: https://lnkd.in/euMeeq8U

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Hear from Mark Owen, CFA, CAIA, Head of Discretionary Investment Management at Chase de Vere and Principal & Prosper as he summarises what happened in Q3, the winners and losers, and gives his insights into what Q4 may bring. Over the third quarter, the global economic backdrop was supportive with robust growth across the dominant service sector, falling inflation and a series of interest rate cuts from the major Central Banks, notably the US Federal Reserve. There was significant dispersion in returns across markets in Q3, and the outlook for Q4 and beyond remains bright, however investors will have to contend with volatility around the November US election and the ongoing conflict in the Middle East. Read on to find out more 👉 #Q3 #Q4 #Markets #Insights

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Edmund Goh, head of fixed income - China at abrdn explains what policies he would like to see to encourage further investments into China's capital markets. Goh was speaking at an event organized by The Asset Events. For more information, please go here: https://lnkd.in/gdEE9BAv #Finance #Investment #China #APAC #Bonds #FixedIncome #TheAssetTalk

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Have you wondered what MPF schemes and the MPF system are all about? Dive into our comprehensive series on MPF schemes and discover how understanding these can significantly boost your financial wellness in Hong Kong. https://mpfratings.com.hk/ #MPF #HRDevelopment #MoneyMasterClass #MoneyManagement #FreeTrial #MoneyMaster #FinancialEducation #ProfessionalDevelopment #MPFRatings

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Watch a three-part video series covering the potential benefits of an active Global Listed Infrastructure (GLI) allocation. In the videos, Resolution Capital GLI portfolio manager Sarah Lau covers a range of topics for investors to consider, including: - How listed infrastructure provides exposure to the key themes of decarbonisation, digitisation, and mobility. - The key characteristics of the asset class. - The importance of global exposure when investing in listed infrastructure. - A discussion on why electric utilities are an overlooked investment opportunity. - Resolution Capital's infrastructure strategy and the team's investment philosophy. Watch on the Resolution Capital website: https://lnkd.in/g5TztdHA More about the Resolution Capital Global Listed Infrastructure Fund: https://lnkd.in/g4FQMMp4 #infrastructure #listedinfrastructure #realassets #stockmarkets #investing

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Paul Benson, our Head of Systematic Fixed Income, joined the interview of Hong Kong Economic Times this month. We believe investors should consider locking in high yield bond yields ahead of the rate cutting cycle. Some investors tell us they are waiting for credit spreads to widen. He shared three reasons to consider high yield bonds now. To read the full interview, please click here: https://lnkd.in/ekfvrRHC #FallenAngels #FixedIncome #HighYieldBonds #BNYInvestments

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Watch on demand now for the Q2 update on LifeStrategy performance, including return drivers and the outlook for diversified portfolios. Watch on demand now: https://vgi.vg/3ypF6oo #VanguardInsights Capital at Risk. For professional investors only.

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Developments driven by a combination of innovation and sustainability point to long-term growth and an acceleration of the green transition, argues Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited (HKEX) #AMNC24

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In today's market, investors may not need to move up the risk spectrum for quality income. At Fidelity, we specialise in discovering income from far and wide, providing exposure to bond markets across the globe, offering both diversification and the potential for higher returns. Reframe your income thinking today: https://ow.ly/Y7Fk50Suim3 #ReframeYourIncomeThinking #FidelityHK

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