Orbis’s Perrone: We are ‘not tempted’ by long-dated bond yields
Expresses preference for shorter-term or inflation-linked bonds.
Latest news
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Orbis’s Perrone: We are ‘not tempted’ by long-dated bond yields
Expresses preference for shorter-term or inflation-linked bonds.
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Nomura IWM hires Julius Baer exec as SEA market head
Vijay Solomon has joined the Japanese firm to grow its South East Asia and Middle East franchise.
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Invesco: Higher Treasury yields need not spell trouble for stocks
Rising bond yields are putting pressure on lower-quality credit and narrowing stock market leadership, although resilient earnings could continue to support US equities, says Brian Levitt.
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Schroders sees selective private market access as risks mount
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
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BNPP AM to overhaul ESG and net-zero methodologies under 2030 strategy
Also intends to enhance sustainability reporting at entity and fund level.
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BlackRock cuts US stocks to neutral, upgrades Treasuries
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.
Asset class in focus
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Sponsored by Loomis Sayles & Natixis
Loomis Sayles: Reaping the rewards of a long-term, high-conviction approach
The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
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Schroders sees selective private market access as risks mount
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
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Chubb Wealth and Hamilton Lane partner for private evergreen funds
The partnership will see Hamilton Lane funds available on the Chubb Wealth platform for eligible Hong Kong investors.
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Investment chiefs warn equities face higher bar amid rising bond yields
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).
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Partners Group launches private credit income strategy
It aims to generate income that includes senior direct lending, credit secondaries, fund financing, royalties, opportunistic credit, and liquid credit.
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Temasek’s Seviora Group to merge three asset management companies
Seviora Capital is integrating with Azalea and SeaTown to create a new combined asset manager.
The Gatekeepers In partnership with
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RHB’s Edwin Leong: Multi-asset strategies add diversity and stability
Strategies should fit into investors’ individual objectives, Edwin Leong, head, group product solutions & research at RHB Group Asset Management tells FSA.
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Julius Baer’s Jeffrey Tam: Diversify equities with financials and biotech
Short-dated credit also offers a compelling middle ground between cash and the broader fixed income universe, Jeffrey Tam, head fund specialists, Hong Kong, Julius Baer tells FSA.
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Metrobank Trust’s Ma. Cristina Gabaldon: DPM allows clients to focus on long-term financial goals
A core component of Metrobank Trust’s approach is global diversification, Ma. Cristina Gabaldon, head of investment of the investment management division, tells FSA.
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Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
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Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
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Lombard Odier’s Jack Siu backs convertibles for protection and performance
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.
Research
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Top Trumps: European equities – 8 October 2026
This week FSA compares two European equities funds: BlackRock GF European Value fund and the JPMorgan Europe Dynamic fund.
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.