Fixed income markets: pockets of value now appearing

David Marshall, who has been associated with the regional finance sector for over two decades, believes that there will always be high demand for fixed income assets from regional clients and recent market sell offs will only add to this appeal.

Has China factor shifted Middle East investors’ portfolio strategy?

We are cautious but not overly concerned about the contagion effects of China’s property sector to the broader market. We think that, given the scale of leverage in the system, China’s long-term goal of consolidation and stability of the housing sector, we will witness temporary shocks and bouts of volatility time and again, as China shapes and reveals its policy steps.