5 non-US funds outperforming the S&P 500 index
FSA highlights top performing funds from Europe, China, Japan, India and elsewhere that are outperforming their peers and the US equity market.
William Blair says EM investment case is now more complex
Investors should seek bottom-up alpha in emerging markets, says William Blair’s Vivian Lin Thurston.
MSCI highlights diversification opportunities amid US retreat
Apac investors can find opportunities for diversification, improved returns, and capital inflows into high-growth markets.
Pictet WM’s Gentizon: We are paid to take risk
Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.
TRP agrees distribution partnership in Japan
The T. Rowe Price US Structured Research Equity strategy will be available to retail investors in Japan through Rakuten Securities’ online distribution platform .
AllianzGI: Search for stability boosts income funds’ appeal
Investors should capitalise on the steady and stable potential of income funds amid volatile stock prices and encouraging bond yields, especially since the outlook for interest rates is uncertain.
M&G versus Matthews Asia: Head-to-Head
FSA compares the M&G (Lux) Asian A Acc fund and the Matthews Asia ex Japan Total Return Equity A Acc fund.
BlackRock: US assets still core to portfolios
The world’s largest asset manager is sticking to its overweight to US stocks on a tactical horizon.
AB: Why quality is key in US allocations as exceptionalism fades
Despite doubts over whether the US can continue to be an exceptional source of equity returns, investors can still find companies able to deliver consistent, profitable growth, says John H Fogarty.
Morgan Stanley IM’s Dennis Lynch on AI: “There is no clear winner”
Dennis Lynch, who heads up some of Morgan Stanley IM’s top-performing growth equity strategies, shares with FSA his thoughts on artificial intelligence and investing in the face of volatility.
RQI Investors brings flagship quant value strategy to Singapore, UK, Europe and Canada
The new UCITS vehicle has secured $20m in seed funding from a family office and $30m from its parent First Sentier Investors.
JPMAM backs a high income equity strategy
A high income-oriented global equity portfolio has historically generated extra income with less volatility, says JP Morgan’s Sam Witherow.
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.
Lazard AM: Navigating market shifts through quantitative equity investment
A quantitative strategy tilted toward lower valuations, higher growth and quality measures produces consistent excess returns, says Antony Creighton, director, head of strategy (Asia ex-Japan) at Lazard Asset Management.
Fidelity: Focus on high-quality dividend payers
Investors should use the “three fundamental building blocks”, says Fidelity’s Jochen Breuer.
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
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FSA SPY
The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
