Biggest geopolitical risks for investors in 2026
Many themes of 2025, including Trump, Ukraine, Taiwan and gold, show little sign of stabilising in 2026.
Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
Dan Kemp exits Morningstar
He was most latterly chief research & investment officer.
HSBC Private Bank to exclusively distribute new Janus Henderson thematic fund
The Janus Henderson Horizon Discovering New Alpha Fund (DNA) will invest in 50 high-conviction stocks drawing on the firm’s best ideas.
McDermott: Who are the real winners of the AI surge?
There are plenty of ways to play the dominant global trends that don’t rely on a US mega caps.
5 global equity funds with the highest returns in 2025 so far
A global fund with a China tilt, a mid-cap value fund overweight Korea, a financials fund, a biotechnology fund and a passive dividend ETF are topping the performance rankings so far in 2025.
Julius Baer favours financials going into 2026
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
Baillie Gifford versus TRP: Head-to-Head
This week FSA compares the Baillie Gifford Worldwide Discovery Fund and the T. Rowe Price Global Focused Growth Equity Fund.
Deutsche Bank taps BoS for global head of private bank investment solutions
Vivienne Chia will join the German private bank in Frankfurt.
Defence is now a growth theme: Jennison
Meanwhile the index does not capture the growth opportunity in emerging markets, according to Sara Moreno, portfolio manager at Jennison Associates.
Pictet AM’s Lee on AI: “Try not to leave the party too early”
Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade.
Apac institutional investors wary of tech bubble: survey
Rising geopolitical tensions and a recession are also top concerns, according to a Natixis survey.
Macro matters: Brazilian markets braced for big 2026
Emerging markets managers and analysts give their views on Brazilian debt and equities ahead of an election year.
MAS warns of risks posed by ‘stretched’ AI equity valuations
Singapore’s central bank says a pullback in AI and tech stocks could trigger broader spillovers in its annual financial stability review.
Asia Pacific investors plan to increase European allocations: Survey
Asian investors cite growth and diversification as key reasons for the plans, a survey from BNP Paribas Asset Management found.
Powell ‘pours cold water’ on December Fed cut
After cutting interest rates 25bps, Fed chair said a further reduction in December was not a ‘foregone conclusion’.
Loading…
Something went wrong. Please refresh the page and/or try again.
FSA SPY
The FSA Spy market buzz – 26 September 2025: FINALE
Time to say goodbye, Lessons learned from more than a decade, Asia’s strengths and its opportunities, Thank you and an absence of brickbats, Advertising support and so much more.
