This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Category: News
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Trade conflict aimed at China’s industrial project, says Robeco
US trade actions against China are actually targeting China’s 2025 project, a government initiative intended to move the mainland up the tech value chain, according to Victoria Mio, the firm’s chief investment officer for China.
SSGA stays overweight US large caps
The US large cap equity market gets the firm’s biggest overweight, while exposure to Europe, Japan and emerging markets is reduced, according to Kevin Anderson, Hong Kong-based head of investments for Asia-Pacific.
Video: Aviva Investors on multi-asset investing
Rising interest rates and creeping inflation create a key opportunity to short fixed income, according to Ahmed Behdenna, senior strategist on the multi-asset team at Aviva Investors.
Malaysia’s Islamic funds struggle to attract new assets
Although Malaysia’s sharia-compliant funds continue to attract assets, their share of net new flows into the country’s mutual funds has been decreasing.
Singapore firm aims high in tough WM environment
Rising compliance costs, technology adoption and a talent shortage make it especially tough for a wealth manager, but Edwin Lee, CEO of independent wealth manager Covenant Capital, believes his firm has the right formula.
Viewpoints on heated tariff talk
As the rhetoric on trade tariffs heats up, what do economists and portfolio managers in the region think?
HEAD-TO-HEAD: Aberdeen vs Matthews Asia
FSA compares the Aberdeen Global Indian Equity Fund and the Matthews Asia India Fund.
The FSA Spy market buzz – 22 June 2018
Janus Henderson hires, Bank of China is hiring; Vontobel on chess and AI; Nordea boots Facebook; Aberdeen Standard and plastic; Summer reading and much more.
