Latest News
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.
UOB adds to its management team
The Singapore bank has promoted two long-standing staff to senior management roles.
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
Capital Group: all Hong Kong HNWIs currently have large cash holdings
Capital Group’s survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.
Asset Class in Focus
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
BNP WM’s Chan: Recommendation quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Distributors
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
Research
Mutual Fund Top Trumps: Korea – 20 March 2024
This week FSA presents a quick comparison of two Korea funds: Barings Korea and JP Morgan Korea Equity.
More News
Upcoming Events
Fund Selector Asia is hosting our flagship Investment Forums as well as bespoke events and Roundtables in Hong Kong, Malaysia, Philippines, Singapore, and Thailand in 2024.
FSA Investment Forum Thailand
29 February 2024
FSA Investment Forum Singapore
19 March 2024
FSA Investment Forum
Hong Kong
21 March 2024