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Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024.
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump’s pro-growth policies would outweigh the impact of tariffs.
More market tremors loom ahead: Muzinich & Co founder
Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
AXA IM’s Asia CIO: Aggressive rate cuts aren’t guaranteed
The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
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FSA SPY
The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
