Morgan Stanley: Japan’s asset management industry set to boom
As investors in Japan move away from cash, Morgan Stanley says it is creating an opportunity for the local financial industry.
Fidelity: Focus on high-quality dividend payers
Investors should use the “three fundamental building blocks”, says Fidelity’s Jochen Breuer.
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
Exclusive: AllianzGI Apac head Desmond Ng to depart
AllianzGI CEO Tobias Pross will serve as interim head of Asia Pacific while the firm looks for a replacement.
Top-performing fund beats S&P 500 buying cheap European stocks
The Brandes European value fund has been crushing the competition, and it boils down to a fixation on price, according to the fund’s co-manager Jeffrey Germain.
Eastspring: US equities set to underperform
Scope to cut interest rates will cushion Asian economies, according to the CIO and chief economist of Eastspring Investments.
BlackRock’s Fink: Uncertainty and anxiety dominate client conversations
The world’s largest asset manager reported a record $11.58trn of assets in the first quarter of 2025, slightly above the $11.55trn at the end of last year.
How GMO’s $29bn Quality Strategy has managed to outperform for decades
Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
Nomura launches five retail funds in Hong Kong
The asset manager has made three equity and two fixed income funds available to retail investors in Hong Kong.
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking. […]
Sponsored By: Loomis Sayles, Natixis
Utilities, K-pop and dividend funds resilient amid global market rout
FSA looks at which global strategies have held up relatively well during the tariff-induced market sell-off.
Baillie Gifford: It’s irresponsible for public investors to not have insight into private markets
The Scotland-based investment manager is looking to expand its growth equity business.
GAM and Gramercy partner for EM debt strategies
Swiss asset manager GAM Investments has partnered with Gramercy for its EM debt strategies.
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.
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FSA SPY
The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
