The strategy prioritise companies on their ability to pay dividends.
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.
James Bullard: there’s enough data for the Fed to begin cutting
The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
HEAD-TO-HEAD: Capital Group versus T Rowe Price
FSA compares the the Capital Group New Perspective fund and the T Rowe Price Global Value Equity fund for this week’s head to head.
Thornburg hires duo from Matthews Asia and Invesco
Jonathan Schuman and Richard Kuhn both took up the reins on 1 April, having worked at Matthews Asia and Invesco respectively.
Natixis IM strengthens distribution capabilities in Singapore
Mark Kwek has joined Natixis Investment Managers as head of wholesale for southeast Asia, based in Singapore.
Cohen & Steers: Listed infrastructure poised for rebound
Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
Capital Group: all Hong Kong HNWIs currently have large cash holdings
Capital Group’s survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.
Walter Scott: If rates start to fall, market leadership could be altered
Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
DBS Bank and JP Morgan AM partner on retirement investment product
DBS Bank and JP Morgan Asset Management have announced the launch of the product following a pilot programme last year.
