J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Wellington registers four funds in Hong Kong
The registrations are part of Wellington’s aim to expand its UCITS offerings in Asia.
DWS appoints regional CIOs
A senior portfolio manager has been promoted to regional chief investment officer for Apac.
Singapore records net inflows for fixed income and equity funds during Q3 – Morningstar
The positive inflows into bonds and equities during the third-quarter belied an overall mixed outlook.
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
AllianzGI appoints lead portfolio manager for India
AllianzGI has hired Anand Gupta to spearhead its India equity mandates, India thematic strategies and related portfolios.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Five funds for a China bull market
FSA looks at the top performing funds of the previous two Chinese equity bull markets
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
TRP bolsters intermediary distribution team with two hires
Daisy Leung and Claudia Phuah have joined in the Hong Kong and Singapore offices respectively.
Wellington registers three investment funds in Singapore
The three funds are part of the firm’s goal of broadening its Ucits offering geared towards HNWIs and the mass affluent.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Fidelity raises funds for China fixed income product
The asset manager’s wholly foreign-owned enterprise attracts investors for its new fixed income mutual fund.
Mutual Fund Top Trumps: Asia ex-Japan equities – 23 November 2023
This week FSA presents a quick comparison of two Asia ex-Japan equities products: the Matthews Asia Small Companies fund and the Templeton Asian Smaller Companies fund.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
HSBC AM appoints southeast Asia CEO
Pang Qi Lim is a replacement for Patrice Conxicoeur, who is leaving the asset manager.
Franklin Templeton mulls options on China JV
Tariq Ahmad, head of Asia Pacific at Franklin Templeton, said buying out its China partner was one of the options on the table.
abrdn launches Indian bond fund for HK retail investors
The managers believe local currency India fixed income can generate income and growth.
Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth, who heads up the firm’s emerging market and Asia equities team, will be based in London.
Barings appoints head of Korea
John Park has been appointed as sole head of Korea due to the pending retirement of Ike Bae.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
DWS names president and head of coverage for Japan
DWS has appointed Hiroki Wiesheu as president and head of coverage for Japan.
BNP Paribas AM names new Hong Kong CEO
Peggy Lee has also been appointed Asia Pacific chief marketing officer.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
India’s Private Banking sector could be the jewel in their crown
The sector area has been overlooked but is poised to deliver outsized returns.
UOBAM launches Singapore multi-asset income fund
The investment process incorporates AI techniques to supplement manager expertise.
Deutsche Bank PB makes series of appointments in Southeast Asia
Ted Lim is the most senior hire among a flurry of appointments in Southeast Asia.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
M&G appoints head of Asia Pacific
Amy Cho joins from Schroders, replacing Loretta Ng, who is leaving M&G to pursue other opportunities.
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FSA SPY
The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
