After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Category: Asset Class in Focus
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
Morningstar: EMD recovery not yet reflected in flows
However, outflows stabilised in the first quarter of 2024.
The best Indian funds of the past twelve months
FSA looks at the top-performing Indian equity funds of the past twelve months.
SSGA: ‘Moderation is still warranted’
Investors need to retain flexibility to respond as clearer signals develop, says SSGA’s Apac head of investment strategy.
Robeco launches global multi-thematic strategy
The new strategy builds on the asset manager’s existing megatrends strategy, with a focus on three trends.
AXA head of thematic: a new manufacturing cycle is coming
A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
BlackRock hires leader of SE Asia private credit efforts
Yik Ley Chan joins the US asset manager from Jefferies.
Singapore funds report net inflows in Q1
Positive flows into fixed income funds reversed the negative overall trend of the previous quarter, Morningstar finds.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
