The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
Category: Equities
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Malaysia’s RHBAM partners JPMAM to launch feeder fund into active ETF
The wholesale feeder fund invests a J.P. Morgan global equity actively managed ETF.
Why this top quintile fund manager is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months following the AI boom.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
The top Asia ex-Japan funds of Q1
FSA highlights the best performing Asia ex-Japan funds in the first three months of 2024.
OCBC and Lion GI plan fourth ETF listing
The dividend-focused ETF will invest in leading Apac financial institutions.
SMDSAM launches Japanese equity fund
The Japan Equity High Conviction fund is available to accredited investors in Singapore.
Stewart Investors: Find the picks and shovels to sustainability
Looking beyond the obvious sustainability names is one way to avoid boom and busts when investing in the theme.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
