High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Category: Equities
Five funds outpacing the Hong Kong stock market rally
FSA looks at which funds have outpaced the Hong Kong stock market rally of the past two weeks.
Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
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.
