FSA compares two funds focused on South Korea as the country hits economic headwinds.
Category: Research
Vontobel: systemic risk in EM unlikely
Healthy foreign debt positions in most emerging markets make the possibility of systematic risk remote, despite the recent massive currency and commodity declines, said Rajiv Jain, chief investment officer at Vontobel Asset Management.
Head-to-head: Threadneedle vs Invesco
For investors around the world, 2015 is turning into a year best forgotten. Stocks, commodities and currency funds are suffering, and even the tiny gains in bonds are being gobbled up by inflation.
HEAD-TO-HEAD: Fidelity vs JO Hambro
Fund Selector Asia compares the Fidelity Asian Special Situations Fund and the J O Hambro Capital Management Asia ex-Japan Fund.
HEAD-TO-HEAD: Neuberger Berman vs Allianz
This week’s Head-to-Head examines two China equity vehicles: Neuberger Berman China Equity and Allianz Greater China Dynamic.
Asia-Pacific M&A accelerating
Outbound M&A announced by Asia-Pacific companies hit $275bn in the past 18 months, and the number and deal size are expected to grow, which bodes well for M&A arbitrage hedge funds.
HEAD-TO-HEAD: Franklin Templeton vs JP Morgan
Fund Selector Asia compares the Franklin Global Real Estate Fund and the JPM Global Property Income Fund.
HEAD-TO-HEAD: Franklin vs MFS
Amid the rout in global equities and the low yield on fixed income securities, Fund Selector Asia takes a look at two mixed-asset funds.
HEAD-TO-HEAD: Allianz vs JO Hambro
Fund Selector Asia compares two small- and mid-cap products, the Allianz Little Dragons Fund and the JO Hambro Asia ex-Japan Small and Mid Cap Fund.
Survey: Income investing top priority in Asia
Asian investors seek income products but are too focused on “familiar income-producing asset classes”, according to a Legg Mason survey report.