FSA highlights five gold mutual funds that are outperforming the global equity market year-to-date amid a rally in the price of the precious yellow metal.
Author Archives: Abraham Darwyne
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
China property and Asian high yield funds outperform year-to-date
FSA looks at the best performing high yield fixed income funds available for distribution in Hong Kong and Singapore.
AllianceBernstein’s Cheng: We’ve seen the bottom in Chinese tech
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
Pictet AM’s Tsang on plans to capture the full potential of Hong Kong’s fund industry
Pictet Asset Management’s Tsang says there is growing demand from Chinese mainland investors to diversify their assets through the MRF scheme.
Five funds outpacing the Hong Kong stock market rally
FSA looks at which funds have outpaced the Hong Kong stock market rally of the past two weeks.
Pictet AM adds to its Hong Kong multi-asset team
Pictet Asset Management has appointed Lorraine Kuo as senior investment manager for its multi-asset team in Hong Kong.
Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
