HEAD-TO-HEAD: Neuberger Berman vs PIMCO
This week FSA compares the Neuberger Berman High yield Bond fund and the PIMCO GIS High Yield Bond fund.
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
LGT WM promotes Archer to global stewardship role
Strategic input on the company’s net-zero, biodiversity and human rights work.
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.
HSBC GPB hires former UBS banker for South Asia role
Gautam Anand is appointed global coordinator for global India, MENA and Europe
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.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
The FSA Spy market buzz – 24 November 2023
Fidelity Mutual conversions gather pace, Lithium’s shocking fall, NFTs come back from the dead, Fast cars and underperformance, Doing national service in China, Big three dominance fades and much more.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Amundi CIO backs quality bonds and Asia EM
High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.
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.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
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FSA SPY
The FSA Spy market buzz – 17 November 2023
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
