Gold is rallying as a monetary asset, not as a commodity asset, says James Luke, fund manager, metals, Schroders.
Category: Asset Class in Focus
JPMAM backs a high income equity strategy
A high income-oriented global equity portfolio has historically generated extra income with less volatility, says JP Morgan’s Sam Witherow.
5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
Northleaf closes infrastructure fund
The figure exceeds the target of $2.25bn and hits the fund’s hard cap of $2.6bn, according to a statement by the firm.
Partners Group buys Singapore-based Digital Halo
Partners Group plans to initially commit $400m alongside ARCH Capital in the data centre platform.
Wellington partners with Bank of China HK to distribute credit fund
The Wellington Credit Income fund invests in a diversified portfolio of credits, seeking total returns and income.
Schroders: bond opportunities amid panic selling
Fixed income investors should diversify allocations, says Schroders’ Swa Wu.
KPMG: Global PE suffers quarterly fall
Asia private equity saw a slight improvement in size and deal volume.
Lazard AM: Navigating market shifts through quantitative equity investment
A quantitative strategy tilted toward lower valuations, higher growth and quality measures produces consistent excess returns, says Antony Creighton, director, head of strategy (Asia ex-Japan) at Lazard Asset Management.
Syfe and BlackRock partner to offer private credit access in Singapore
The strategy focuses on US middle market direct lending opportunities.
