Asia fund selectors tell FSA how they are responding to the turmoil in global markets.

Asia fund selectors tell FSA how they are responding to the turmoil in global markets.
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
FSA looks at which global strategies have held up relatively well during the tariff-induced market sell-off.
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
The Swiss private bank is bearish on longer duration bonds and credit.
The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.
Part of the Mark Allen Group.