Amid increasing adoption of digital and robo advisors, wealthy investors have expressed concerns over the lack of a personal touch with their financial advisors.
Category: Research
HEAD-TO-HEAD: MFS and T. Rowe Price
FSA compares two European equity funds: the T. Rowe Price European Equity Fund and the MFS Meridian European Research Fund.
Mutual Fund Top Trumps – China Equity
This week FSA presents a quick comparison of two China equity products: the Aberdeen Standard All China Sustainable Equity fund and the Ninety One All China Equity fund.
Hong Kong investors look to change investment strategies
Nine out of ten investors in Hong Kong said they intend to make changes to their investment strategies, according to a study by Schroders.
HEAD-TO-HEAD: MFS Meridian versus Morgan Stanley
FSA compares two US growth funds: the Morgan Stanley INVF US Growth fund and the MFS Meridian US Concentrated Growth fund.
Asian family offices seek to increase alternatives allocations
Family offices continue to look for portfolio diversification amid a backdrop of inflation, according to a report by Raffles Family Office and Campden Wealth.
Mutual Fund Top Trumps – North America Equity
This week FSA presents a quick comparison of two North America equity products: the JPM America Equity fund and the SJP North American fund.
HEAD-TO-HEAD: BlackRock versus Morgan Stanley
FSA compares two European fixed income funds: the BlackRock Euro Corporate Bond Fund and the Morgan Stanley Euro Corporate Bond Fund.
Mutual Fund Top Trumps – Global high yield
This week FSA presents a quick comparison of two global high yield products: the AB Global High Yield fund and the Pimco GIS Global High Yield Bond Administrative fund.
Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back.