Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Value Partners launches Japanese REIT fund
The Value Partners Japan REIT Fund will invest in Japan’s $96bn listed real estate market.
Bank of Singapore names new CEO of Hong Kong branch
Rickie Chan is succeeding former CEO Cindy Wong who is set to retire later this year.
Muzinich: Spreads aren’t the only game in town
Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
Fixed-term bond funds double net inflows in 2023
Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Apac real estate values emerge after the ‘great reset’
The Apac property market is on the road to recovery, says Benett Theseira, head of Asia Pacific, PGIM Real Estate.
The top Asia ex-Japan funds of Q1
FSA highlights the best performing Asia ex-Japan funds in the first three months of 2024.
Stewart Investors: Find the picks and shovels to sustainability
Looking beyond the obvious sustainability names is one way to avoid boom and busts when investing in the theme.
The best performing Japanese funds of Q1
FSA highlights the best performing large cap Japanese equity funds of the first quarter of 2024.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Eastspring: The easy money has been made in Japan
Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
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FSA SPY
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
