FSA compares the Invesco Asian fund and the Janus Henderson Horizon Asian Growth fund.
FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Matthews Asia’s Discovery ETF, To travel or not to travel, abrdn’s sorry tale of layoffs, Bullish sentiment versus future returns, Regrets – there are a few, Here for good and much more.
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Wei Li, multi-asset quant solutions portfolio manager at BNP Paribas AM, explains why we should look beyond beta when examining China.
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Family offices in Asia are increasing cash allocations amid portfolio declines, Citigroup says.
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.