Latest News
The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Thornburg distributes four funds to HK retail investors
The US-headquartered investment manager’s announcement follows on the heels of the launch of a fund in Taiwan in September last year.
TRP names Apac COO
Tim Chamberlain will relocate to Australia from the firm’s London office, and help support regional growth.
Asset Class in Focus
Why this China sceptic is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months despite his zero weighting to China.
Five top performing bond funds on track for another strong year
FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.
iCapital launches alternatives platform in Hong Kong and Singapore
iCapital Marketplace aims to connect wealth managers to a range of alternative investment products.
Fixed-term bond funds double net inflows in 2023
Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Distributors
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.
Research
Mutual Fund Top Trumps: Infrastructure – 18 April 2024
This week FSA presents a quick comparison of two infrastructure funds: the BNY Mellon Global Infrastructure Income fund and the First Sentier Global Listed Infrastructure fund.
More News
FSA SPY
The FSA Spy market buzz – 12 April 2024
Equity that is not Kool, Abrdn’s fund closures, Lombard Odier loves private markets, China’s ugly debt graph, Mountainous interest rate analogies, US housing costs, Gold smuggling, Advertising and much more.
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 Philippines
28 May 2024
