Latest News
The FSA Spy market buzz – 20 September 2024
Dimensional’s active exploration, Jay Powell’s punchbowl, ETF Connect gets a shot in the arm, US GDP vs MSCI, Ninety One’s renewable energy insight, China contrarians rejoice, advertising and much more.
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
BNY Investments launches fallen angel fund in Hong Kong
The fund manager believes a wave of downgrades is looming as economic conditions weaken, creating an ideal time for a fallen angel strategy.
Fed rate cut: ‘An appropriate move given how far they are from their likely destination’
The markets largely shrugged off the decision by the US Federal Reserve to cut its benchmark interest rate yesterday by 50bp.
Asset Class in Focus
HSBC GPB teams up with iCapital for alts
iCapital’s technology will digitalise private market investments for the wealth manager.
Ninety One: the building blocks for a turnaround in EM equities are in place
Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
M&G launches China fund
M&G China will select stocks from a universe of 300 Chinese companies.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Distributors
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
Research
Top Trumps: India equities – 19 September 2024
This week FSA provides a quick comparison of two India equities funds: the BlackRock India fund and the Jupiter India Select fund.
More News
FSA SPY
The FSA Spy market buzz – 13 September 2024
One small step for funds, working hours in the real world, DBS vs Stan Chart, terrifying Chinese charts, worst stock performer ever?abrdn follows Schroders, Electoral musing and much more.
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.
