Meanwhile, wealth managers struggle with regulatory overload.
Category: Research
Schroders: Asia wealth managers gorge on private markets
Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.
Top Trumps: Asia Pacific Fixed Income – 5 December 2024
This week, FSA provides a quick comparison of two Asia Pacific fixed income funds: the Eastspring Investments Asian Bond fund and the First Sentier Asia Strategic Bond fund.
8 funds that delivered high returns with a smooth ride
FSA looks at the global equity funds that have delivered top-ranked returns with low volatility over the past five years.
Top Trumps: North American small/mid-cap – 28 November 2024
This week, FSA provides a quick comparison of two small and mid-cap North American funds: the BlackRock US Mid-Cap Value fund and the Schroders US Small & Mid-cap Equity fund.
Five small cap funds outpacing tech stocks
FSA highlights five global small cap funds that are outperforming the Nasdaq 100 tech index in the second half of the year.
Top Trumps: North American equities – 21 November 2024
This week, FSA provides a quick comparison of two North American funds: the Fidelity America fund and the Jupiter Merian North American Equity fund.
Asia ex-Japan equities: Invesco versus JOHCM
As part of FSA’s head-to-head series, we compare the Invesco Asian fund and the JOHCM Asia ex‐Japan fund.
Top Trumps: Commodities – 14 November 2024
This week, FSA provides a quick comparison of two gold funds: the Franklin Gold and Precious Metals fund and the Ninety One Global Gold fund.
Five funds that have soared after the ‘Trump Trade’
FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
