Investors should use the “three fundamental building blocks”, says Fidelity’s Jochen Breuer.
Category: Industry views
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
Liontrust and AllianzGI: All eyes on AI
After a volatile start to the year, two managers discuss the outlook for the tech market.
Top-performing fund beats S&P 500 buying cheap European stocks
The Brandes European value fund has been crushing the competition, and it boils down to a fixation on price, according to the fund’s co-manager Jeffrey Germain.
Eastspring: US equities set to underperform
Scope to cut interest rates will cushion Asian economies, according to the CIO and chief economist of Eastspring Investments.
BlackRock’s Fink: Uncertainty and anxiety dominate client conversations
The world’s largest asset manager reported a record $11.58trn of assets in the first quarter of 2025, slightly above the $11.55trn at the end of last year.
HSBC GPB&W: Build diversified multi-asset portfolios
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Fund selectors try to steady clients’ nerves
Asia fund selectors tell FSA how they are responding to the turmoil in global markets.
Aberdeen’s global FI head sticks to wholesale push
Jonathan Mondillo, Aberdeen’s global head of fixed income, tells FSA he is sticking to the firm’s credit research platform.
