Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
Liontrust and AllianzGI: All eyes on AI
After a volatile start to the year, two managers discuss the outlook for the tech market.
Top-performing fund beats S&P 500 buying cheap European stocks
The Brandes European value fund has been crushing the competition, and it boils down to a fixation on price, according to the fund’s co-manager Jeffrey Germain.
BlackRock’s Fink: Uncertainty and anxiety dominate client conversations
The world’s largest asset manager reported a record $11.58trn of assets in the first quarter of 2025, slightly above the $11.55trn at the end of last year.
Aberdeen’s global FI head sticks to wholesale push
Jonathan Mondillo, Aberdeen’s global head of fixed income, tells FSA he is sticking to the firm’s credit research platform.
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, which includes BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
Global high yield: Man versus T. Rowe Price
FSA compares the Man High Yield Opportunities fund and the T. Rowe Price Global High Yield Bond fund for this week’s head-to-head.
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future.
Invesco and TRP back Asian bonds amid tariffs
Active security selection is essential say Asia fixed income strategists.
Ninety One: Blind tasting in fixed income
Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking. […]
Sponsored By: Loomis Sayles, Natixis
Ninety One: Unlocking global credit income opportunities
Darpan Harar at Ninety One explains the benefits of an active, unconstrained fixed
income strategy.
TT International unveils EM macro strategy
The TT EM Macro Strategy will focus on top-down factors.
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
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FSA SPY
The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
