While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
Category: Equities
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
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.
