AI-driven power demand is reshaping infrastructure returns: MSCI
An MSCI study finds that data centre ownership models are affecting investment returns.
Asia Equities
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J.P. Morgan Private Bank promotes new head of equity strategy for Asia
Cameron Chui succeeds Timothy Fung in the role.
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Morningstar picks 4 Asia equity funds for AI exposure
Funds from Wellington Management, Allianz GI, Barings and iShares are highlighted by Morningstar.
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JPM versus Matthews Asia: Head-to-Head
This week FSA compares the JPM Asia Growth fund and Matthews Pacific Tiger fund.
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UBS AM: macro environment supports Asia and EM securities
UBS Asset Management is overweight emerging market equities and local currency debt.
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PineBridge names Katerina Irwan as senior VP for Asia Equities
Singapore-based Irwan joins from Eastspring Investments.
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Foreign investor flows pour into Asia stocks
Meanwhile, Asian investors show little sign of ditching the greenback.
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10 top performing Asia ex Japan funds year-to-date
FSA highlights 10 top performing Asia ex Japan equity funds available for distribution in Hong Kong and Singapore.
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Manulife IM retains confidence in Asia assets
Innovation, localization, and digital transformation will drive the region’s growth this year, according to Manulife Investment Management.
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HSBC: tech and geopolitics give mixed signals to rich investors
Over a half of replies to an HSBC GBP survey were bullish on the S&P 500, Hang Seng Index and Strait Times Index.
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Asia equites: Fidelity versus T. Rowe Price
FSA compares the Fidelity Asian Smaller Companies fund and the T. Rowe Price Asian Opportunities Equity fund for this week’s head-to-head.
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Asian equity funds overtake global markets
A rise in China, India and Taiwan markets has helped propel Asia ex Japan equity funds ahead of their global peers on a trailing six-month basis, according to data from FE fundinfo.
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Fidelity taps PineBridge for Asia equity PM
Cynthia Chen will take responsibility for several Hong Kong equity funds.
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M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
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HEAD-TO-HEAD: FSSA versus T Rowe Price
FSA compares the FSSA Asian Growth fund and the T Rowe Price Asian Ex Japan Equity fund.
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Pictet WM backs fixed income in global economic slowdown
Investors should lock in record bond yields and prefer cash-rich companies as the world economy weakens.
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Top 20 FSA stories in 2023: 6-10
We continue our list of the most widely read FSA articles in 2023.