There’s room for active asset management and personal financial advice, despite the growth of passive and robo-advisors, according to panelists at Fund Forum Asia 2017 in Hong Kong.
Tag: Fidelity
HEAD-TO-HEAD: HSBC vs Fidelity
FSA compares two Asian high yield bond funds: the HSBC Asian High Yield Bond Fund and the Fidelity Asian High Yield Fund.
The FSA Spy market buzz – 24 February 2017
Legg Mason hires; Change at Navigator; UBS is doing well; Discretionary thoughts from ICBC and BEA; Vontobel researches; Fidelity vs Blackrock; Contrarians at Schroders and much more.
Morningstar Asia fund reviews and re-ratings – January 2017
Downgrades for Fidelity and Legg Mason, an upgrade for Threadneedle and coverage initiated on Capital Group.
Fidelity: A-shares not ready for MSCI indices
The June decision on whether China’s A-shares should be included on all MSCI global indices is unlikely to be positive, according to Tim Orchard, Fidelity International’s chief investment officer for Asia Pacific ex-Japan.
HEAD-TO-HEAD: Fidelity vs MFS
FSA compares two European equity funds: the Fidelity European Fund and MFS Meridian European Research Fund.
China mutual fund Top Trumps – Greater China equities
It’s Fidelity vs Schroders in a quick comparison of two funds in the Greater China equity sector.
Morningstar Asia fund reviews and re-ratings – December
A downgrade for an Aberdeen fund, an upgrade for Templeton and coverage initiated on several others.
Fidelity’s WFOE obtains first private fund license in China
The firm will be allowed to create onshore investment products for eligible Chinese institutional and high-net-worth investors, and UBS AM is expected to follow.
Morningstar Asia fund reviews and re-ratings – November
Upgrades for Allianz, Fidelity, First State, Schroders and Templeton and coverage initiated on several others, together with the new “sustainability rating”.
