Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
Author Archives: Abraham Darwyne
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Amundi and DBS brings fixed income fund to Hong Kong retail investors
Amundi and DBS have partnered to launch its All Weather Income Fund in Hong Kong for retail investors.
Wild stock swings erase most Japanese funds entire 2024 gains
The volatility in Japanese stocks sent most Japanese equity funds into negative territory after Monday’s historic slump.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
BNP Paribas to buy AXA Investment Managers for €5.1bn
The deal would create one of the largest investment firms in Europe, with €1.5trn ($1.62trn) in assets under management.
Franklin Templeton and SBI Holdings to form JV in Japan
The new joint venture will explore digital asset opportunities in Japan.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
How did the winners of the 2024 Singapore FSA Fund Awards perform?
FSA looks at how the winners of the Platinum and Gold fund award winners in Singapore performed after being selected by the FSA panel.
