Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
The yuan-denominated corporate venture capital (CVC) fund will focus on investments across the artificial intelligence and life sciences ecosystem.
The yuan-denominated corporate venture capital (CVC) fund will focus on investments across the artificial intelligence and life sciences ecosystem.
The yuan-denominated corporate venture capital (CVC) fund will focus on investments across the artificial intelligence and life sciences ecosystem.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
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The yuan-denominated corporate venture capital (CVC) fund will focus on investments across the artificial intelligence and life sciences ecosystem.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
Investors have continued to push positions in tech stocks, emerging markets and North America, while cash hits a new low.
FSA looks at the best performing global equity funds over June and July amidst a volatile unwind of a crowded artificial intelligence trade.
FSA looks at the best performing global equity funds over June and July amidst a volatile unwind of a crowded artificial intelligence trade.
This week FSA compares two Asia Pacific ex-Japan equity funds: the Fidelity Asian Special Situations fund and the JPMorgan SAR Asian fund.
Investors should look beyond fashionable sectors as narrow market leadership leaves quality businesses trading at deeply discounted valuations, says Nitin Bajaj.
Investors should look beyond fashionable sectors as narrow market leadership leaves quality businesses trading at deeply discounted valuations, says Nitin Bajaj.
Sebastian Paredes, head of North Asia and CEO of DBS Bank (Hong Kong), will be retiring from executive duties.
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
It uses Kinexys by J.P. Morgan’s multi-chain asset tokenisation platform, so clients will be able to use smart contracts.
Total assets still hit a record high.
The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.
Roughly 50% of respondents in Schroder’s Global Investor Insight survey said they were concerned about a downturn or recession.
Tsai will take on the new role on 1 June 2026, reporting to Fabrice Chemouny, head of international distribution.
Short-dated bonds combine historically high yields with a low level of interest rate risk, says James Ringer, fixed income portfolio manager at Schroders.
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
The shareholder approval will bring the UK’s historic fund house under Nuveen’s control.
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.
The debasement and de-dollarisation trades will return, according to James Luke, senior portfolio manager, gold and commodities at Schroders.
Investors must separate interest rate exposure from credit exposure, says Schroders’ Julien Houdain.
Schroders’ shares jumped 30% in early morning trading following the Nuveen acquisition announcement.
The two firms have entered a strategic partnership to develop funds blending public and private fixed income assets.
Gold and energy are defensive plays, says the investment manager.
Juan Torres and Vera German join the firm’s London office, while Conrad Saldanha exits.