High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Category: Asset Class in Focus
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.
HEAD-TO-HEAD: Axa versus Barings
FSA compares the Axa Global High Yield Bonds fund and the Barings Global High Yield Bond fund.
Pictet AM adds to its Hong Kong multi-asset team
Pictet Asset Management has appointed Lorraine Kuo as senior investment manager for its multi-asset team in Hong Kong.
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.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Tikehau Capital inks partnership with Flow Capital
Tikehau Capital also announced the opening of a new office in Hong Kong, its fourth in the region after Singapore, Seoul and Tokyo.
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”.
