This year’s beneficiaries are Alliance Bernstein, Allianz Global Investors, Eastspring Investments, Schroders, Fidelity International, Franklin Templeton Investments and JP Morgan Asset Management.
Author Archives: Fund Selector Asia
Video: T Rowe Price on global equities
Even if global growth slows, Nicholas Beecroft, portfolio specialist in the firm’s equity division, says growth companies are “on the right side of dramatic change” – which is often driven by tech innovation.
HEAD-TO-HEAD: Blackrock vs First State
FSA compares the Blackrock GF Asian Dragon Fund and the First State Asian Growth Fund.
Video: Goldman Sachs AM on EM equities
After outperforming in 2017, EM equities have been down this year. Hiren Dasani, managing director and co-head of emerging markets equity at Goldman Sachs Asset Management, explains how he is weathering the storm.
Global index providers pull in more A-shares
MSCI plans to expand inclusion to smaller China stocks and mid-caps, while UK-based FTSE Russell announced its own additions.
Greater China Top Trumps – HK dollar fixed income
FSA compares the largest fixed income funds available for sale in Hong Kong by AUM: the BOCHK HK Dollar Income Fund and Schroder ISF Hong Kong Dollar Bond Fund.
Video: JP Morgan AM on long-term Asia investing
Governance is perhaps the most important factor when investing in Asia for the long-term, according to Alexander Treves, head of investment specialists for Asia, emerging markets and Asia-Pacific equities at JP Morgan Asset Management.
Nikko sees the real deal in old tech, not FAANGs
Older tech names are less sexy than FAANGs, but they have sensible valuations and are moving into high growth areas, according to Iain Fulton, Nikko Asset Management’s investment director.
Mutual Fund Top Trumps – US equity
This week FSA presents a quick comparison of two US equity funds: The MFS Meridian US Value Fund and the T Rowe Price US Large Cap Growth Equity Fund.
Video: Robeco on investing in disruptive change
Ed Verstappen, client portfolio manager, looks for opportunities in trends that have long-lasting effects.
