Geopolitical diversification top of mind for wealthy investors: Julius Baer survey
Building portfolios resilient to shocks is a top priority for wealthy investors surveyed in Julius Baer’s latest Family Barometer Report.
Latest news
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Geopolitical diversification top of mind for wealthy investors: Julius Baer survey
Building portfolios resilient to shocks is a top priority for wealthy investors surveyed in Julius Baer’s latest Family Barometer Report.
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Pantheon raises $6bn in its biggest PE secondaries fund
The global private markets firm said it raised significant commitments from investors in Asia and the Middle East.
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Sustainable investing and attractive valuations need not be at odds
Schroders is calling for investors to look beyond dominant market themes to identify businesses whose long-term prospects may not be adequately reflected in their share prices.
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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.
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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Pantheon raises $6bn in its biggest PE secondaries fund
The global private markets firm said it raised significant commitments from investors in Asia and the Middle East.
-
Sustainable investing and attractive valuations need not be at odds
Schroders is calling for investors to look beyond dominant market themes to identify businesses whose long-term prospects may not be adequately reflected in their share prices.
-
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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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.
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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