View from Asia

What strategy should Asian investors take when heading to Europe?

The choice of a specific investment strategy depends on the attitude to risk of the investor – there is of course no one-size-fits-all solution when it comes to investment.

Long-term and generally risk-averse investors may wish to adopt a defensive high-quality, core or core plus position, maintaining low leverage, focusing on the larger, low-risk, more liquid markets. While European yields have largely compressed over the last two years, this strategy can still deliver decent returns, especially from an Asian viewpoint.