New Fed chair may not be the hawk markets think
Strategists and economists react to the nomination of Kevin Warsh for Chairman of the US Federal Reserve.
SJP ups UK equities positions and makes EMD move
The wealth manager is seeking to adapt to a ‘late-cycle market environment’.
BlackRock’s Wu: Apac clients still have cash on sidelines
Apac clients are finally looking to deploy cash sitting on the sidelines, says Elaine Wu, head of APAC investment & portfolio solutions at BlackRock.
Asian equity managers prefer AI-adjacent stocks: Morningstar
Top rated Asian equity managers are looking for second-order beneficiaries of AI rather than direct enablers, according to Morningstar.
Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
This China fund manager looks for ‘cheap Ferraris and Fords’
Being open minded about quality, but strict on valuation, is key to the approach of the Federated Hermes China Equity fund, explains portfolio manager Sandy Pei.
Investors see limited impact on oil from Venezuela regime change
Strategists say the infrastructure upgrades needed will take years to unlock oil supply from the country with the world’s largest proven oil reserves.
McDermott: Who are the real winners of the AI surge?
There are plenty of ways to play the dominant global trends that don’t rely on a US mega caps.
Resilience and diversification drive demand for under-the-radar CLOs
PGIM’s Edwin Wilches makes the case for collateralised loan obligations.
Utilico’s Broers: Four global megatrends impacting emerging markets
Utilico’s Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed infrastructure.
Allspring’s Sowerby: strong local presence is essential for success in Asia
Allspring Global Investment has rapidly set its foothold and plans to scale up in Asia Pacific, according to its MD and head of international client group, Andy Sowerby.
Thornburg looks to financials for income opportunities
Thornburg Equity Income Builder manager on why inflation has bolstered the case for the sector.
TRP: AI drives market transformation, but valuation and inflation risks persist
Emerging market equities offer the best ratio between future earnings growth and valuations, according to T. Rowe Price.
Janus Henderson Investors: Should we take big risks in the current environment?
Geopolitics, demographics, and the cost of capital will drive markets in 2026, according to Janus Henderson Investors’ Matthew Bullock.
BlackRock: Europe needs structural reforms for its stocks to outshine US
More business-friendly policies and deeper capital markets are needed before BlackRock Investment Institute can make an overweight call.
Defence is now a growth theme: Jennison
Meanwhile the index does not capture the growth opportunity in emerging markets, according to Sara Moreno, portfolio manager at Jennison Associates.
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FSA SPY
The FSA Spy market buzz – 26 September 2025: FINALE
Time to say goodbye, Lessons learned from more than a decade, Asia’s strengths and its opportunities, Thank you and an absence of brickbats, Advertising support and so much more.
