Although worried they will not retain assets from client’s spouses or children, financial advisers remain optimistic about client growth.
Category: Research
Top Trumps: Frontier Markets – 24 October 2024
This week FSA provides a quick comparison of two frontier markets funds: the T Rowe Price Frontier Markets Equity fund and the Templeton Frontier Markets fund.
Asian equity funds overtake global markets
A rise in China, India and Taiwan markets has helped propel Asia ex Japan equity funds ahead of their global peers on a trailing six-month basis, according to data from FE fundinfo.
Goldman Sachs: optimism grows for alts despite valuation gaps
LPs are broadening their private markets portfolios, often with co-investments and secondaries, a survey by the bank finds.
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
Top Trumps: Natural Resources – 17 October 2024
This week FSA provides a quick comparison of two natural resources funds: the Allianz Global Metals and Mining fund and the Barings Global Resources fund.
The funds riding the China rebound
After a record-setting rally in Chinese equity markets, FSA looks at how China-focused equity funds have fared over the past month.
Asian HNWIs favour alternatives – Oaktree
Brookfield Oaktree Wealth Solutions canvassed the views of HNWIs in Hong Kong, Singapore and Taiwan.
Top Trumps: Infrastructure – 10 October 2024
This week FSA provides a quick comparison of two infrastructure funds: the BNY Mellon Global Infrastructure Income fund and the Morgan Stanley Global Infrastructure fund.
Japan equities: M&G versus MFS Meridian
As part of FSA’s head-to-head series, we compare the M&G Japan fund and the MFS Meridian Japan Equity fund.
