The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Category: Asset Class in Focus
Abrdn launches Apac dividend strategy
The Asia Pacific Dynamic Dividend strategy is available to retail investors in Singapore and professional investors in Hong Kong.
Amundi adds senior portfolio manager in Singapore
Florent Dang Tran has moved from the asset manager’s Paris office.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
HSBC GPB teams up with iCapital for alts
iCapital’s technology will digitalise private market investments for the wealth manager.
Ninety One: the building blocks for a turnaround in EM equities are in place
Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
M&G launches China fund
M&G China will select stocks from a universe of 300 Chinese companies.