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Clifford Lau, CFA

Portfolio Manager

Clifford Lau is a hard- and local-currency portfolio manager on William Blair’s emerging markets debt team. Before joining William Blair, Clifford was the head of fixed income, Asia-Pacific, and a senior portfolio manager at Columbia Threadneedle Investments, based in Singapore. In that role he was responsible for managing Asian fixed-income assets, developing new products, and promoting the company’s expertise across the region. Before that, Clifford was head of the Singapore office for Pramerica Fixed Income, the asset-management division of Prudential Financial Inc. In that role he managed approximately $1 billion of Asian fixed-income assets. He is recognized as one of the leading managers of Asian fixed income in the region, and Asian institutional magazine The Asset has named him among the “most astute Asian bond investors” every year since 2004. Clifford holds an Investment Representative License with the Monetary Authority of Singapore and is a CFA Charterholder. He received a bachelor’s degree in finance from the University of Hong Kong.

Restarting China’s Economic Growth

Clifford Lau, CFA
Emerging Markets Debt, Global Equity

China’s government is finally moving to stimulate the economy after its sluggish post-COVID reopening. The country faces a slew of problems, including low consumer confidence, plummeting property sales, and high youth unemployment. Even if the...

Shaping a Path Forward for China’s Property Market

Clifford Lau, CFA
Emerging Markets Debt

Amid the challenges China’s property market faces, which we described in the first part of this two-part series, the sector remains in need of further supportive measures to restore consumer confidence and address entrenched structural...

Navigating China’s Property Market

Clifford Lau, CFA
Emerging Markets Debt

A rebound in the Chinese property sector, spurred by the post-COVID reopening and government support, was short lived, and the prospect of a broad recovery in 2023 seems unlikely due to high leverage and excess...

A New Year in China

Clifford Lau, CFA
Emerging Markets Debt

With the end of China’s COVID-zero policy, the country’s economy could gradually return to its full growth potential. Watch the video or read the recap below. https://www.youtube.com/watch?v=N2tQcY2eYl0 The zero-COVID policy has finally come to an...

4 Reasons to Look at Asia

Clifford Lau, CFA
Emerging Markets Debt

Supply-chain disruptions are causing some turmoil in the minds of Asian investors. But while COVID-19 restrictions in China highlighted the problems with supply-chain concentration and drove many businesses to diversify to other Asian countries, we...

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