Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Multi-asset
-
Manulife Investments partners with Maybank for customisable retirement funds
Manulife Investments and Maybank have partnered to launch an investing solution tailored for the Singapore market.
-
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
-
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
-
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
-
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
-
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
-
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
-
Fidelity and Maybank launch multi-asset fund in Malaysia
The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.
-
Amundi promotes Neto to senior Asia role
Hong Kong based Florian Neto has been appointed head of investment, Asia.
-
Nordea launches multi-asset fund in Singapore
The Nordea 1 – Diversified Growth fund is available for distribution in Singapore to accredited investors.
-
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
-
Amundi adds senior portfolio manager in Singapore
Florent Dang Tran has moved from the asset manager’s Paris office.
-
Manulife: Fed Pivot could bode well for Asian assets
Manulife’s Marc Franklin says the firm’s multi-asset team is mulling upgrading their view select Asian equity markets.
-
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
-
Neuberger Berman makes two senior hires
The firm has appointed a family office leader and intermediary sales head in Apac.
-
Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy.