Latest News
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.
Japan inflows rise in February – Morningstar
Net inflows to Japanese open-ended funds rose in February with all categories bar REITs experiencing inflows.
HEAD-TO-HEAD: iShares S&P 500 vs iShares US ESG
This week FSA compares the iShares Core S&P500 Ucits ETF and the iShares MSCI USA ESG Screened Ucits ETF.
The FSA Spy market buzz – 15 March 2024
Grantham on bubbles, NinetyOne’s marvellous headline, Invesco celebrates, oil profits gush in the desert and much more.
Asset Class in Focus
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
Nuveen backs high yield bonds
The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.
Distributors
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
Research
Five top US funds that captured upside with limited downside
FSA highlights five top performing active US equity funds that have performed well during rising markets while also exhibiting limited downside capture.
More News
Upcoming Events
Fund Selector Asia is hosting our flagship Investment Forums as well as bespoke events and Roundtables in Hong Kong, Malaysia, Philippines, Singapore, and Thailand in 2024.
FSA Investment Forum Thailand
29 February 2024
FSA Investment Forum Singapore
19 March 2024
FSA Investment Forum
Hong Kong
21 March 2024