FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
Tag: JP Morgan Asset Management
The FSA Spy market buzz – 15 June 2018
Hiring at Kasikorn; Fund selector cynicism; Kim and Air China; Saudi Arabian investments; Battery funds; World cup fever; Cryptocurrency amusement; advertising from AB and Bosera; and much more…
Shortage of A-share analysts dawns on UK firms
The inclusion of 230-odd China A-shares was a hugely symbolic moment for UK and European investors but the region’s fund industry has failed to get ahead of the curve, with most firms lacking dedicated teams of analysts or products to invest in.
Samsung’s bulk limits index-beating funds
Due to the dominance of Korean stock indices by one company, Samsung Electronics, outperforming them is difficult when Samsung does well. Some managers did well despite it.
Outflows continue for northbound MRF products
April marked five consecutive months of net outflows for Hong Kong-domiciled funds sold in China through the Mutual Recognition of Funds (MRF) scheme, according to the latest data from the State Administration of Foreign Exchange (SAFE).
For dividends in Europe, seek cyclical stocks, says JPM
Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Northbound MRF outflow continues in Q1
Funds sold under the China-Hong Kong Mutual Recognition of Funds (MRF) continued to see net outflows in March after an all-time high outflow in the previous month, according to data from the State Administration of Foreign Exchange (SAFE).
Which HK funds gathered assets in Q1?
JP Morgan and Schroders were the top two asset gatherers in Hong Kong-domiciled active mutual funds in the first quarter of 2018.
In case you missed it (20 April 2018)
Pimco poaches JPMAM fixed income head; JPMAM relocates multi-asset strategist; MFS establishes investment advisory council; ICBC Singapore launches investment banking service; StanChart opens innovation hub; China’s probe into China Huarong and more…
HEAD-TO-HEAD: JPMorgan vs MFS
FSA compares two European equity products: the JPMorgan Europe Dynamic Fund and MFS Meridian European Research Fund.
