SJP ups UK equities positions and makes EMD move
The wealth manager is seeking to adapt to a ‘late-cycle market environment’.
2026 is not the year for all S&P 500 companies: Putnam’s Wadera
Despite calls to diversify away from US equities, Putnam’s US equity research strategy has attracted over $1bn in assets over the last year.
Fixed income dominated Asia fund flows in 2025 – Calastone
Asian investors prioritised stability and yield amid uncertainty, Calastone data found.
InnovestX partners with China AMC in Thailand to offer exposure to ETFs
The collaboration provides two depositary receipts linked to China stock ETFs.
William Blair launches US large cap growth fund in Taiwan
It is WBIM’s third SICAV registered in Taiwan, following a small-mid cap growth fund and an EM debt fund.
Bank of Singapore doubles assets in Singapore discretionary mandates
Strong interest in Singapore equities drove the growth in the bank’s discretionary portfolio.
UOBAM launches Asean dividend ETF
UOBAM is partnering with FTSE Russell and Ping An Fund Management to offer the ETF to Singapore and international investors.
Bank of International Settlements warns of US equity and gold bubble
The warning comes after central banks expressed similar concerns in recent months.
Allspring’s Sowerby: strong local presence is essential for success in Asia
Allspring Global Investment has rapidly set its foothold and plans to scale up in Asia Pacific, according to its MD and head of international client group, Andy Sowerby.
Thornburg looks to financials for income opportunities
Thornburg Equity Income Builder manager on why inflation has bolstered the case for the sector.
AQR launches Fusion US UCITS fund
The fund pairs market exposure to the S&P 500 equities index with AQR’s Adaptive Equity Market Neutral strategy.
Top Trumps: Europe equities – 4 December 2025
This week FSA provides a quick comparison of two European equities funds: the HSBC GIF Euroland Value AD EUR fund and the M&G (Lux) European Strategic Value A Acc EUR fund.
Baillie Gifford versus TRP: Head-to-Head
This week FSA compares the Baillie Gifford Worldwide Discovery Fund and the T. Rowe Price Global Focused Growth Equity Fund.
FundCalibre: To buy and hold or to trade, that is the question
Investors have had to look beyond the obvious this year, writes FundCalibre’s Darius McDermott
Janus Henderson Investors: Should we take big risks in the current environment?
Geopolitics, demographics, and the cost of capital will drive markets in 2026, according to Janus Henderson Investors’ Matthew Bullock.
Defence is now a growth theme: Jennison
Meanwhile the index does not capture the growth opportunity in emerging markets, according to Sara Moreno, portfolio manager at Jennison Associates.
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FSA SPY
The FSA Spy market buzz – 26 September 2025: FINALE
Time to say goodbye, Lessons learned from more than a decade, Asia’s strengths and its opportunities, Thank you and an absence of brickbats, Advertising support and so much more.
