The FSA Spy market buzz – 29 August 2025
VanEck is tracking better, Global Asset Management M&A on fire, Vontobel asks itself when to sell, UBS is thinking about millionaires, Data centres explosion, Valuation fatigue and much more.
GMO says US exceptionalism unlikely to repeat
GMO’s asset allocation team warns that the drivers of US exceptionalism are starting to reverse or fade.
Top Trumps: Healthcare – 28 August 2025
This week FSA provides a quick comparison of two healthcare funds: Fidelity Global Healthcare and JPM Global Healthcare
Resilience in global equities offers scope for more gains
While market volatility and uncertainties remain likely in the months ahead, Shep Perkins of Putnam Investments outlines several tailwinds for equity markets.
Fidelity: Quality Asian small and mid-caps ride market cycles
Well-managed businesses with sustainable competitive advantages, strong balance sheets and compelling valuations continue to exist across underappreciated Asian markets, says investment specialist Himalee Bahl.
Asset managers react to Powell’s dovish tone at Jackson Hole
Powell’s dovish comments at the Jackson Hole symposium is “music to market participants’ ears” according to investment strategists.
There is an arms race for market signals: Acadian AM
The race to buy and implement alternative data is becoming prohibitively expensive for many investment firms, according to Francis Seah, managing director at Acadian Asset Management Singapore.
The FSA Spy market buzz – 22 August 2025
Harbor Capital is helping you to hold, Blackrock backs hedge funds, Idiosyncratic alpha and the meaning of words, Janus Henderson gets the soul of AI, Japan’s debt woes, Gold and much more.
Stewart Investors sees two lead portfolio managers resign
David Gait and Sashi Reddy, managers of the firm’s $7.3bn flagship Asia Pacific strategy, have resigned.
Schroders Capital: Private equity secondaries set to surge
New research forecasts the private equity (PE) continuation market to quadruple in size over the next 10 years, with lower mid-market investments particularly attractive, says chief investment officer Nils Rode.
Apollo lists 5 evergreen private funds on iCapital Marketplace
iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.
AB: Rethinking dividend strategies for income investing
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends, believes portfolio manager George Ullstein.
UBP expands Greater China team with 3 hires from BOS and Citi
Union Bancaire Privée has hired a new team head and two relationship managers as it expands it Greater China business.
Bank of Singapore launches single family office solution for UNHWs
The new solution will provide investment expertise access and eligibility for tax exemptions without the need to establish a dedicated single family office.
The FSA Spy market buzz – 15 August 2025
Neuberger Berman goes EMD HC ETF, Janus Henderson is soothing about tech bubbles, Redwheel is not, Fidelity Investments piles on the money, Betashares in Oz, Robotaxis, Gymnastics and much more.
Lombard Odier names Alfred Low as Hong Kong CEO and head of North Asia
Low will be joining the Swiss private bank from Indosuez Wealth Management, where he was head of North Asia.
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FSA SPY
The FSA Spy market buzz – 8 August 2025
Eaton Vance is mortgaging, Neuberger Berman goes all James T. Kirk, Donald Trump gives crypto and PE a boost, M&G and Kung Fu Panda, Amazon’s AWS juggernaut, Singapore National Day and much more.
