Latest News
People Moves – July 2025
Here is a digest of significant wealth and asset management appointments, promotions and departures during the previous month.
Nomura makes senior hires in wealth management expansion
Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.
The FSA Spy market buzz – 1 August 2025
State Street sectoral onslaught, Wisdom from Natixis IM, Thematic ETFs are woeful, Worrying the way Buffet worries, Microsoft and Meta are stellar, Michael Jackson’s sock and much more.
HSBC GPB names Edmund Lo as regional head of investment counsellors for Apac
Edmund Lo will take on the new role on a permanent basis.
Asset Class in Focus
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
Sponsored By: Harris | Oakmark & Natixis
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Top Trumps: Global high yield – 1 August 2025
This week FSA provides a quick comparison of two global high yield funds: the Barings Global High Yield Bond fund and the MFS Meridian Global High Yield fund.
Robeco: China’s property market has bottomed out
Robeco’s head of multi asset and equity solutions says it’s better to “rent” China’s equity market rather than hold it.
Data: The next frontier in private markets growth
There are three core data challenges facing private markets.
Distributors
RBC WM maintained convictions amid volatility
The Canadian wealth manager stayed anchored to high-quality, resilient equities, said its head of portfolio strategy.
Research
Asia ex-Japan equities: Fidelity versus Schroders
FSA compares the Fidelity Asia Pacific Opportrunities fund and the Schroder ISF Sustainable Asian Equity fund for this week’s head-to-head.
More News
FSA SPY
The FSA Spy market buzz – 25 July 2025
Janus Henderson is concentrating, A rather pointless bitcoin fund, Schroders is moving from 60/40, FSSA IM and shrinking holding times, PERs that make one wonder, PE’s roundabout and much more.
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