UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
Latest news
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UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
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The unwinding of Japan’s ‘parent-child’ listings boosts value trade
Listed subsidiary takeouts have been a boom for active value managers in Japan betting on the unwinding of so-called ‘parent-child’ listings.
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Top Trumps: US equities – 4 June 2026
This week FSA provides a quick comparison of two US equity funds: Brandes US Value and JP Morgan US Value.
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Aberdeen appoints head of private credit and fund finance
There are no changes to the leadership of the underlying investment teams.
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Ninety One: Oil prices likely to stay elevated even after Hormuz opens
Countries caught off guard by the oil disruption will likely build oil reserves, boosting mid-term demand, according to Ninety One’s Paul Gooden.
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PGIM launches global private credit strategy
The fund is brought through Part II UCI structure for wealth investors.
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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UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
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EQT and ATP forge global partnership
The partnership includes prominent brand visibility, alongside access to premium hospitality.
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Aberdeen appoints head of private credit and fund finance
There are no changes to the leadership of the underlying investment teams.
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PGIM launches global private credit strategy
The fund is brought through Part II UCI structure for wealth investors.
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First Sentier Investors versus M&G: Head-to-Head
This week FSA compares the First Sentier Global Listed Infrastructure fund and M&G Global Listed Infrastructure fund.
The Gatekeepers
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HSBC’s Lina Lim: Art and finance are complementary disciplines
It is essential to keep pace with the rapid evolution of wealth management, says HSBC’s head of funds and discretionary, Lina Lim.
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Pictet WM’s Karen Tan: Hedging downside risk is a priority
Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.
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Nomura IWM’s Connie Sin: A diversified portfolio extends far beyond traditional stocks and bonds
Portfolio construction should always strike the right balance between optimism and caution, says Connie Sin, head of funds and alternatives, International Wealth Management, Nomura
Research
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Top Trumps: US equities – 4 June 2026
This week FSA provides a quick comparison of two US equity funds: Brandes US Value and JP Morgan US Value.
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.