Top Trumps: US equities – 22 October 2026
This week, FSA compares the Invesco US Value Equity Fund and the Harris Oakmark U.S. Value Equity Fund.
Latest news
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Top Trumps: US equities – 22 October 2026
This week, FSA compares the Invesco US Value Equity Fund and the Harris Oakmark U.S. Value Equity Fund.
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AllianceBernstein: AI disruption, rising rates challenge equity diversification
Investors may need to look beyond traditional portfolio strategies as artificial intelligence (AI) reshapes market correlations and higher rates increase the importance of cash flow, says Nelson Yu.
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PGIM appoints head of Japan real estate
Ryuji Katayama will oversee PGIM’s real estate business in Japan.
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Deutsche Bank PB hires BoS veteran as head of managed investments, emerging markets
UBP’s former head of private markets, Asia, has also joined the bank as head of alternatives specialists, emerging markets.
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Fidelity launches global innovators equity fund in Hong Kong and Singapore
The new Luxembourg-domiciled SICAV fund will invest in companies positioned to drive or benefit from structural change and long-term trends.
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Bitcoin’s potential as a store of value raises allocation questions, says Fidelity
Bitcoin’s changing relationship with equities and gold is prompting new questions about its role in diversified portfolios, according to Giselle Lai.
Asset class in focus
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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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PGIM appoints head of Japan real estate
Ryuji Katayama will oversee PGIM’s real estate business in Japan.
-
Deutsche Bank PB hires BoS veteran as head of managed investments, emerging markets
UBP’s former head of private markets, Asia, has also joined the bank as head of alternatives specialists, emerging markets.
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Bitcoin’s potential as a store of value raises allocation questions, says Fidelity
Bitcoin’s changing relationship with equities and gold is prompting new questions about its role in diversified portfolios, according to Giselle Lai.
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Templeton: Global income strategies to tackle equity concentration risks
Combining dividend-paying equities, sovereign bonds and structured products can help generate resilient income while reducing portfolio concentration risks, believes Templeton Global Investments.
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Hamilton Lane: Higher-for-longer rates sharpen focus on underwriting
Investments are being underwritten for higher for longer, and tested for potential input-cost pressure, according to Hamza Azeem, managing director in the portfolio management group at Hamilton Lane.
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: US equities – 22 October 2026
This week, FSA compares the Invesco US Value Equity Fund and the Harris Oakmark U.S. Value Equity Fund.
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