Video: There’s real room for industry innovation

Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ in the investment economic cycle and where there is room for innovation in the industry.

Editorial Board Insights: Song Sheng Harn 2023

In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.

Matthews Asia interview

Andy Rothman, investment strategist at Matthews Asia catches up with Natalie Kenway, editor in chief at MA Financial Media, on his recent trip to China and the post-pandemic recovery.

Editorial Board Insights: Simon Godfrey 2023

In our first edition of Editorial Board Insights, Fund Selector Asia caught up with Simon Godfrey, head of advisory at Prive Technologies, to discuss investment strategies for 2023.

Capitalising on a changing landscape in China

Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.

Janus Henderson on global real estate

Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.

BNY Mellon IM on high yield investing

The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.

Video: Hermes IM on multi-asset investing

Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.


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The FSA Spy market buzz – 23 February 2024

Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.