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.
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”.
AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
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.
Schroders boss set to retire next year
Peter Harrison intends to retire as group chief executive in 2025, as the Schroders board seeks a successor.
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Schroders Capital partners with iCapital for semi-liquids
The deal aims to widen access to the firm’s semi-liquid global private equity strategy.
Fidelity jumps to fifth in Broadridge China survey
Fidelity beaks into the top five for the first time in Broadridge’s China Power Ranking, a survey of the top performing asset managers in China.
Citi names new head of Singapore commercial bank
The US bank has chosen a Citi veteran to head up its Singapore business.
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.
Malaysia’s RHBAM partners JPMAM to launch feeder fund into active ETF
The wholesale feeder fund invests a J.P. Morgan global equity actively managed ETF.
Exclusive: MSIM hires sales head in Asia
Vikram Lokur joins Morgan Stanley Investment Management from the Carlyle Group to focus on Southeast Asia and Hong Kong.
SCB Julius Baer appoints new CEO
Peerapong Jirasevijinda is a replacement for Lalitphat Toranavikrai, who will remain a member of the board of SCB Julius Baer.
Does India deserve its premium to emerging markets?
There are several reasons why the gap between India and other emerging markets could diminish, according to market observers.
Wellington inks distribution deal with SCPB
Standard Chartered Private Bank will distribute Wellington Management’s Credit Total Return fund.
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FSA SPY
The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
