FSA spoke with Julia Angeles, Investment Manager, Baillie Gifford, who discussed why the recent sell-off in the healthcare sector has been excessive, how AI is revolutionising the development of drugs and much more.
Author Archives: Fund Selector Asia
Mutual Fund Top Trumps – Global fixed income
This week FSA presents a quick comparison of two global fixed income products: the BEA Global Bond fund and the Capital Group Global Bond fund.
Three ‘Ds’ to drive real estate investment in APAC
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Benett Theseira, managing director and head of Asia Pacific at PGIM Real Estate, discusses opportunities in real estate.
Mutual Fund Top Trumps – China Equity
This week FSA presents a quick comparison of two China equity products: the Aberdeen Standard All China Sustainable Equity fund and the Ninety One All China Equity fund.
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
For years, fixed income trailed equities in environmental, social and governance (ESG) investing. But things are changing fast; of the €16.1bn ($16.6bn) that’s flowed into Europe-domiciled fixed income ETFs over 2022-to-date, ESG funds collected €13.6bn, attracting 84% of bond fund inflows.
Dynamism is the name of the game for this global macro strategy
Reacting to the market as opposed to trying to predict its trajectory is a key tenet of M&G’s Episode Macro strategy.
Mutual Fund Top Trumps – North America Equity
This week FSA presents a quick comparison of two North America equity products: the JPM America Equity fund and the SJP North American fund.
Mutual Fund Top Trumps – Global high yield
This week FSA presents a quick comparison of two global high yield products: the AB Global High Yield fund and the Pimco GIS Global High Yield Bond Administrative fund.
Mutual Fund Top Trumps – Emerging markets fixed income
This week FSA presents a quick comparison of two Emerging markets fixed income products: the BlackRock GF Emerging Markets Bond fund and the Invesco Emerging Markets Bond fund.
How ETFs offer an active way to drive sustainable returns
Among various ways for investors to meet ESG goals and derive sustainable returns, ETFs offer a cost effective, transparent and highly-liquid solution – and one which is much more active in engaging target companies than the traditionally “passive” label implies.
