Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
Performance
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Hedge funds at top and bottom of Q2 performance
Alternative products were among both the top and bottom performers in FSA’s quarterly ranking of products available to investors in Hong Kong and/or Singapore.
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Invesco Great Wall tops best China fund ideas
Morningstar’s semi-annual report on China’s best mutual fund ideas chose 16 onshore funds based on fund manager experience, consistency in investment process and performance in several market cycles.
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Worst-performing fixed income funds
Only 6% of 241 fixed income funds available for sale in Hong Kong had negative returns over three years. Which ones were the worst?
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Do ESG scores matter for performance?
In an analysis of Morningstar ESG scores vs fund outperformance, FSA has found that a strong ESG focus appears to be correlated with under-performance.
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How do the best performing funds rank in volatility?
The top performing Asia-Pacific ex-Japan equity funds have been able to control volatility in line with the category index, FSA’s analysis of performance data from FE shows.
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A look at the performance of sustainable funds
Over a three-year period, three-quarters of the funds in the ethical/sustainable category underperformed the index, but as a percentage, they did better than conventional equity funds,, FSA research shows.
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The best and the worst funds – October 2017
China equity funds dominate the top performers’ list on a one- and three-year return basis, lifted by information technology and consumer stocks.
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FE Advisory Asia Portfolio review – August 2017
FE Advisory Asia’s growth portfolio was up in August, driven by an emerging Europe fund.
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FE Advisory Asia Portfolio review – July 2017
Following a rebalancing in May to adopt a more risk-on approach, the firm’s balanced portfolio delivered higher month-on-month returns in July.
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FE Advisory Asia Portfolio review – June 2017
After trimming fixed income exposure, the firm’s cautious portfolio rose slightly in June, driven by global growth.
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FE Advisory Asia Portfolio review – May 2017
FE Advisory Asia’s growth portfolio, up 9.42% year-to-date, has been rebalanced and now has more risk assets.
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FE Advisory Asia Portfolio review – April 2017
The firm’s balanced portfolio was up slightly in April, according to Luke Ng, senior VP of research at FE Advisory Asia.
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FE Advisory Asia Portfolio review – March 2017
The firm’s cautious portfolio was up again in March for the third consecutive month, according to Luke Ng, senior VP of research at FE Advisory Asia.
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Underperforming and pricey, is there a case for Philippine equities?
The expensive valuations and low returns of Philippine equities has made the asset class unattractive, according to Sat Duhra, an Asia-Pacific ex-Japan equities fund manager at Henderson Global Investors.
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FE Advisory Asia Portfolio review – February 2017
This month FSA looks at the growth portfolio, which has increased performance a second consecutive month in 2017. Luke Ng, senior VP of research at FE Advisory Asia, explains why.