China holds the keys to fight its deflationary forces, rebalance its economy and create more sustainable growth domestically, according to Fidelity International’s George Efstathopoulos.
Category: Asset Class in Focus
5 Asia ex-Japan funds handpicked by Morningstar for 2025
Morningstar’s Samuel Lo tells FSA about the firm’s flagship select list, showcasing its best fund ideas for Asia-based investors.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Coller Capital hires Apac PWSS sales head
Coller Capital appoints private markets veteran Pak-Seng Lai to lead private wealth distribution in Asia Pacific.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk.
Pimco launches four active ETFs in Australia
The fixed-income specialist has launched four active ETFs Down Under.
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
MFS launches Contrarian Capital Fund
The MFS Meridian strategy is an unconstrained global equity fund that seeks out areas of “controversy” in the market.
