A downgrade for an Aberdeen fund, an upgrade for Templeton and coverage initiated on several others.
Tag: Fidelity
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”.
Fidelity EM manager cautious on IT, China banks
An underweight position in IT stocks, as well as Brexit market volatility, has detracted from the performance of Fidelity’s emerging market fund in recent months, according to manager Nick Price.
Fidelity pulls from UK for senior Asia appointment
The firm has brought Ben Waterhouse from Fidelity in the UK to head the intermediary business for Southeast Asia and the Middle East and serve as country head of Singapore.
Morningstar Asia fund reviews and re-ratings – September
A downgrade for a Franklin fund, coverage initiated on HSBC, Invesco and JP Morgan products and neutral ratings for funds from Schroders and Fidelity.
The FSA Spy market buzz – 23 September 2016
Lombard Odier rebrands, Blackrock soars, China funds performing, Fidelity goes ETF mad and ETFs just go mad, Columbia Threadneedle looks at helicopters, Thailand sizzles and more.
Morningstar Asia fund reviews and re-ratings – August
Mainly due to management team issues, products from Aberdeen and Parvest get downgraded and a Fidelity fund is placed under review.
Morningstar Asia fund reviews and re-ratings — July
An upgrade for a Meridian fund and some new ratings as coverage is initiated on products from Fidelity, HSBC and Blackrock.
The FSA Spy market buzz – 15 July 2016
New hires at Schroders, Aviva Investors and JP Morgan AM; Maybank gets into lifestyle; Blackrock’s rising share price; Capital Group at No. 10; Allianz and Fidelity caught riding Hong Kong transport and more.
