
Invesco: Clouds are forming for global economy
Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.

How an early bet on China paid off for Lazard AM’s emerging markets strategy
Lazard AM’s head of emerging markets James Donald tells FSA about the firm’s positioning in China.

PIMCO and Blackstone jump rankings in Apac brand survey
BlackRock, JP Morgan AM and Fidelity remain the top three, according to a Broadridge study.

AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.

BlackRock: Prolonged policy uncertainty is biggest risk to US growth
Current data doesn’t suggest a recession in the US, but BlackRock warns that prolonged uncertainty poses a big risk.

Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’.

Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.

Manulife Investments launches global semiconductor fund in HK
The Manulife Global Semiconductor Opportunities fund aims to capture the growth of the semiconductor and AI ecosystem.

IWD: “It was not easy for a petite Asian woman to speak up”
To celebrate International Women’s Day (IWD), Fund Selector Asia speaks to female portfolio managers based in Asia about their experience in the industry.

State Street: Apac ETFs set to grow 30% in 2025
ETFs in Asia Pacific are expected to increase by 30% this year, according to a State Street report.

Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.

Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.

HK budget boost to tech sector
AI and virtual assets could benefit from Hong Kong’s budgetary measures.