Latest News
Morningstar: Bond funds see biggest inflows after MRF quota increase
Chinese buyers favour bond funds so far this year after the Mutual Recognition of Funds (MRF) sales cap was lifted from 50% to 80%, according to data from Morningstar.
Gold’s safe haven effect in market crises ‘fading’, claims study
Gold is increasingly acting like a risky asset, according to an academic paper from the University of Stirling.
Fidelity: Quality Asian small and mid-caps ride market cycles
Well-managed businesses with sustainable competitive advantages, strong balance sheets and compelling valuations continue to exist across underappreciated Asian markets, says investment specialist Himalee Bahl.
Asset managers react to Powell’s dovish tone at Jackson Hole
Powell’s dovish comments at the Jackson Hole symposium is “music to market participants’ ears” according to investment strategists.
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.
M&G: EM debt takes on new role in global allocations
As investors look to reduce exposure to US assets, emerging markets (EM) debt is proving a relatively safe harbour.
Schroders Capital: Private equity secondaries set to surge
New research forecasts the private equity (PE) continuation market to quadruple in size over the next 10 years, with lower mid-market investments particularly attractive, says chief investment officer Nils Rode.
Pimco: Prioritising yield without losing resilience
In today’s markets, group chief investment officer Dan Ivascyn backs the approach of leveraging elevated starting yields and a flexible portfolio to deliver attractive returns while managing risk.
Distributors
Julius Baer: Too early to declare EM bull market
The Swiss private bank sees current emerging market strength as a recovery rally rather than the start of a sustained bull run.
Research
Manulife Survey: active retirement strategies support long-term quality of life
Evolving definitions of longevity underline the need for diversification and sustainable income streams in retirement, says Manulife’s Calvin Chiu.
More News
FSA SPY
The FSA Spy market buzz – 15 August 2025
Neuberger Berman goes EMD HC ETF, Janus Henderson is soothing about tech bubbles, Redwheel is not, Fidelity Investments piles on the money, Betashares in Oz, Robotaxis, Gymnastics and much more.
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