Fidelity: Focus on high-quality dividend payers
Investors should use the “three fundamental building blocks”, says Fidelity’s Jochen Breuer.
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.
Eastspring: US equities set to underperform
Scope to cut interest rates will cushion Asian economies, according to the CIO and chief economist of Eastspring Investments.
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
How GMO’s $29bn Quality Strategy has managed to outperform for decades
Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
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.
Ninety One: Unlocking global credit income opportunities
Darpan Harar at Ninety One explains the benefits of an active, unconstrained fixed
income strategy.
Baillie Gifford: It’s irresponsible for public investors to not have insight into private markets
The Scotland-based investment manager is looking to expand its growth equity business.
Asia bears the brunt of US tariffs
Tariffs elevate risks of inflation and recession as investors rush to safe havens, market strategists warn.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Fidelity International: Building sustainable and scalable businesses with diverse Southeast Asian clients
Differentiated global and building block solutions help investors fill gaps in their strategies., according to Fidelity’s Wildon Goh.
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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.
