Latest News
Asset managers grow bullish on emerging markets
Emerging market equities are set to benefit from a series of tailwinds, say BlackRock, Eastspring and GAM.
ChinaAMC signs MOU with Oman government delegation
The MOU was announced a day after Hong Kong Invest signed an MOU with Invest Oman.
20 bond funds that have outperformed over five years
FSA highlights 20 top performing bond funds of the past 5 years amid an asset class mired by volatility and rate hikes.
UBP: Equities supported by strong catalysts
US corporate earnings are tied to the AI structural investment cycle, says the Swiss private bank.
Asset Class in Focus
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
Sponsored By: Harris | Oakmark & Natixis
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
TRP: US equities can remain strong
The AI buildout will support the US market despite modest economic growth, says capital market strategist Tim Murray.
Fidelity: Multiple forces driving China equities higher
The rally in Chinese equities is supported by fundamental factors, according to Fidelity International’s China economist Peiqian Liu.
HSBC AM: Investors turn to securitised assets to diversify credit exposure
Tight corporate bond spreads and a murky economic outlook bodes well for securitised credit, according to HSBC Asset Management’s Andrew Jackson.
Distributors
Lombard Odier favours emerging markets bonds and equities
The Swiss private bank has turned bullish on EM hard currency bonds, according to its latest investment strategy update.
Research
Top Trumps: North America small/mid cap – 11 September 2025
This week FSA provides a quick comparison of two North America small/mid cap funds: abrdn North American Smaller Companies and AB US Small and Mid-Cap Portfolio.
More News
FSA SPY
The FSA Spy market buzz – 5 September 2025
Franklin Templeton dividends, ETF juggernaut, China is running hot, JP Morgan thinks about AI electrically, BNP Paribas is worried about your healthspan, Books on money and much more.
Upcoming Events
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