A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.
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.
UOB adds to its management team
The Singapore bank has promoted two long-standing staff to senior management roles.
Robeco launches Emerging Markets ex-China Equities fund
By eschewing China, the fund will allow investors to gain exposure to smaller emerging markets such as Korea, Taiwan and Brazil.
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.
The FSA Spy market buzz – 22 March 2024
AllianzGI on China stewardship, Death of the mutual fund, W’s top financial centres, Schroders on Japan, Swiss cuts and Japanese hikes, Reddit, Book wisdom and more.
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.
BNP Paribas WM expands Thailand coverage
The French wealth manager aims to triple its relationship manager headcount and Thai client assets in the medium-term
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
MFS Investment appoints CIO
Alison O’Neill is due to take up reins in January next year from Ted Maloney, who has been appointed as the firm’s new CEO.
Citi names new Asia north & Australia head
Marc Luet has been appointed Asia north and Australia cluster and banking head, taking over from Angel Ng, who is retiring.
The FSA Spy market buzz – 15 March 2024
Grantham on bubbles, NinetyOne’s marvellous headline, Invesco celebrates, oil profits gush in the desert and much more.