Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Category: Markets
abrdn: Not allocating to EM bonds represents a ‘lost opportunity’
Pongtharin Sapayanon, head of fixed income and asset allocation at abrdn Investments (Thailand), explains why the Short-Dated Enhanced Income strategy favours emerging market debt.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
SeaTown announces final close of private credit fund
The wholly-owned subsidiary of Temasek’s asset management group has gained over $1.3bn in capital commitments.
Singapore funds enjoy strong inflows in second quarter of year
Bond funds remain Singapore investors’ favourite asset class, Morningstar finds.
Blue Owl taps Pimco for Australia wealth manager
The alternatives asset manager continues to strengthen its Australian bench.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
Julius Baer names team head for global NRI in Singapore
Ashwin Jayaram returns to wealth management after five years as CEO at Bangalore-based BugleRock.
Neuberger Berman makes two senior hires
The firm has appointed a family office leader and intermediary sales head in Apac.
