Latest News
The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
HEAD-TO-HEAD: M&G versus Wellington
FSA compares the M&G Global Macro Bond fund and the Wellington Global Bond fund.
Video: There’s real room for industry innovation
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ in the investment economic cycle and where there is room for innovation in the industry.
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Mutual Fund Top Trumps: Infrastructure – 21 September 2023
This week FSA presents a quick comparison of two infrastructure products: the BlackRock GF Future of Transport Fund and the Morgan Stanley Global Infrastructure Fund.
Columbia Threadneedle appoints duo in Singapore
Both Lucy Martin and Gregory Da Silva have been with Columbia Threadneedle since 2018.
Asset Class in Focus
Nimble investing steers Franklin Templeton to alts
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
Private credit appetite spurs more customised funds
A new report shows investors getting more tailored exposure to this expanding US$1.5trn market amid greater demand.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Value funds among best performing Japanese equity strategies year-to-date
FSA takes a look at the best performing Japanese funds year-to-date amid strong inflows into the region.
Asian real estate to reward patient investors
New research points to sectors like retail and office showing signs of improving fundamentals and stability.
Distributors
HSBC GPB: cast a wider net to seize equities potential
The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
Research
Home bias weighs on family office portfolios in Asia
Family offices in Asia are increasing cash allocations amid portfolio declines, Citigroup says.
More News
FSA SPY
The FSA Spy market buzz – 15 September 2023
Water dreams across the world, AI vs Humans vs Index, Arm gets the animal spirits going, Brussels has a go at China – again, watching the debt rise, advertising, Bloomberg’s Economics and much more.
FSA Events
FSA Investment Forum Malaysia
3 October 2023
Four Seasons Hotel, Kuala Lumpur
FSA Investment Forum Thailand
5 October 2023
InterContinental Hotel, Bangkok
