The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
Author Archives: Thomas Blott
Originally from the UK, Thomas is a financial journalist with over 10 years’ experience including nine in Asia. He began his career at Euromoney Institutional Investor, completing the graduate scheme and going on to establish the Asia bureau for IJGlobal, the world’s foremost source of intelligence on the project finance market. After a stint at KPMG, he joined International Financing Review, which was originally owned by Thomson Reuters and later Refinitiv, where he managed the people & markets section in Asia. He joined Bonhill Group as regional editor for Asia in 2022, which includes oversight of Fund Selector Asia. He is a graduate of the University of Cambridge. Connect with him on LinkedIn here.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
Pimco launches four active ETFs in Australia
The fixed-income specialist has launched four active ETFs Down Under.
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
T Rowe Price partners with Standard Chartered on fund distribution
The new fund debuted on 31 January and is available to Standard Chartered’s affluent clients in Hong Kong and Singapore.
Global equities: BNY Investments versus Morgan Stanley
As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.
Japan ready to join ‘global club of normalised monetary policy’
The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Revolut sets up robo-advisory service in Singapore
The launch by Revolut comes as the fintech firm has been looking to grow its wealth footprint in Singapore.
Julius Baer forecasts high single-digit returns for 2025
Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.
