5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
KGI names Raymond Yeung as MD of wealth management
Raymond Yeung is hired as managing director of wealth management for the China market.
Lion Global Investors names new chairman
The former Eastspring CEO Seck Wai Kwong has been appointed chairman of Lion Global Investors.
Oaktree names Alex Prout as head of Apac marketing
Prout will also be the lead marketing representative for Japan.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
HSBC AM CIO: European and Asian investors warming up to each other
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
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.
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
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Asia equities: First Sentier versus Schroders
FSA compares the First Sentier Bridge A SGD Dist fund and the Schroder Asian Income SGD fund for this week’s head-to-head.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
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.
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Manulife Investments launches global semiconductor fund in HK
The Manulife Global Semiconductor Opportunities fund aims to capture the growth of the semiconductor and AI ecosystem.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
OSL distributes Apac tokenised fund in Hong Kong
The ChinaAMC fund is a retail tokenised money market product.
HSBC: Rich investors spread their net wider
A report by the bank finds that wealthiest investors in Hong Kong look for global diversification.
Jupiter gets capital markets services licence in Singapore
Madeline Han, head of Asia and CEO for Singapore at Jupiter Asset Management, explains why the firm is expanding into retail distribution in the Lion City.
Nordea AM registers five sub-funds in Singapore
The five-sub funds come from the firm’s Nordea 2 UCITS fund range and have been registered as restricted funds.
Nikko Asset Management and Tikehau announce joint venture
The Singapore-based joint venture will focus on developing private asset investment strategies for Asia.
Ninety One hires infrastructure debt specialist
Leong Kae Xiang was most recently with Clifford Capital.
Hang Seng Bank reports profit increase
The Hong Kong bank has enjoyed a growth in new retail accounts and affluent clients.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
Abrdn’s China Financial Conditions Index hits 10-year high
The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
VP Bank appoints co-heads of Singapore branch
Reto Marx and Thomas Rupf are named as the joint chiefs of the Liechtenstein-based bank’s Singapore office.
BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
Why this fund manager prefers family or founder-led firms
Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
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FSA SPY
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.
