A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
Category: Equities
Singapore funds report net inflows in Q1
Positive flows into fixed income funds reversed the negative overall trend of the previous quarter, Morningstar finds.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
Top performing value fund favours bond proxies
Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
Candriam launches sustainable EM ex-China fund
The fund offers exposure to sustainability themes in emerging markets ex-China.
Dividends in Q1 in Apac flat – Janus Henderson
First-quarter dividends in Asia Pacific ex-Japan rose 2% on an underlying basis, according to the latest Global Dividend Index from Janus Henderson.
UBS survey: Apac family offices raise fixed income allocations
Family offices in the region and globally also intend to raise their allocation to Apac assets over the next five years.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
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.
