Managed portfolio services labelled by their providers as active have declined to 48% of Morningstar’s database at the end of July 2024.
Category: Research
Top Trumps: Global High Yield – 12 September 2024
This week FSA provides a quick comparison of two high-yield funds: the AXA Global High Yield Bonds fund and the Schroder International Global High Yield fund
Report: Apac family offices are planning for growth
The Deloitte Private and RFO report finds that Apac family offices are optimistic despite uncertainties.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
Survey: Hong Kong’s rich ready for AI to guide wealth decisions
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
Five small cap US equity funds outperforming year-to-date
FSA looks at five small cap US equity funds outperforming so far in 2024.
Healthcare: Fidelity versus Polar Capital
As part of FSA’s head-to-head series, we compare the Fidelity Sustainable Healthcare fund and the Polar Capital Biotechnology fund.
Top Trumps: Japan equities – 5 September 2024
This week FSA provides a quick comparison of two Japan equities funds: the FSSA Japan Equity fund and the T Rowe Price Japanese Equity fund.
Top Trumps: Global Fixed Income – 29 August 2024
This week FSA provides a quick comparison of two fixed-income funds: the Amundi Funds Global Bond and the BNY Mellon Global Bond Fund.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.