Latest News
The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Mutual Fund Top Trumps: Natural Resources – 7 December 2023
This week FSA presents a quick comparison of two natural resources products: the Allianz Global Metals and Mining fund and the T Rowe Price Global Natural Resources Equity fund.
‘Bittersweet’ status quo for fixed income – Nordea AM
The Scandinavian asset manager also singles out India and Brazil with regards to equities.
Asset Class in Focus
Jupiter advocates an absolute return strategy
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
Five funds for a China bull market
FSA looks at the top performing funds of the previous two Chinese equity bull markets
HSBC AM favours Asia as a source of diversification
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Distributors
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Research
Singapore records net inflows for fixed income and equity funds during Q3 – Morningstar
The positive inflows into bonds and equities during the third-quarter belied an overall mixed outlook.
More News
FSA SPY
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
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 Malaysia
27 February 2024
FSA Investment Forum Thailand
29 February 2024
FSA Investment Forum Singapore
19 March 2024
