Schroders: Gold still shines brightly
Gold is rallying as a monetary asset, not as a commodity asset, says James Luke, fund manager, metals, Schroders.
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.
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.
Schroders: bond opportunities amid panic selling
Fixed income investors should diversify allocations, says Schroders’ Swa Wu.
Nomura Asset Management to launch more retail funds in Hong Kong
The Japanese asset manager has chosen Hong Kong as the primary Asia ex Japan region to expand its wholesale business.
KPMG: Global PE suffers quarterly fall
Asia private equity saw a slight improvement in size and deal volume.
Peakhouse name new CEO amid office expansion
Berry Wong is appointed group CEO of the Hong Kong multi-family office.
Raffles Family Offices hires bankers from BoS and RBC WM
Raffles Family Office has hired two new managing directors in Singapore.
The FSA Spy market buzz – 9 May 2025
Invesco gets contrarian; Popes and the S&P 500 performance; Jim Cramer’s certainty; Negative yields; AI is everywhere; Natixis considers the next decade; Google’s search woes and much more.
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.
Brown Advisory: Identifying leaders in volatile global markets
A global leader creates customer goodwill, excess profits, strong cash flow and outstanding shareholder returns, says Susanne Linhardt, investment director at Brown Advisory.
Top Trumps: Emerging Asia equities – 8 May 2025
This week FSA provides a quick comparison of two emerging Asia equities funds: the HSBC GIF Asean Equity fund and the Schroder ISF Emerging Asia fund.
Granite Asia has first anchor close of its private credit strategy
Granite Asia has attracted $250m in anchor commitments for its private credit strategy.
TT International: Correlations between assets have changed
Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
Amundi hires insurance specialist from Aberdeen
Jian Xiong will work on the firm’s investing solutions for insurance clients in Asia.
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FSA SPY
The FSA Spy market buzz – 2 May 2025
Grayscale’s innovation proxy; Blue Owl is making waves; Lombard Odier and China’s energy transition; UBS and contrarian investing; Janus Henderson and robots; Berkshire Hathaway and much more.
