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Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
Lombard Odier PB expects an emerging markets revival
EM assets are among 10 of the private bank’s 2026 investment convictions.
Resilience and diversification drive demand for under-the-radar CLOs
PGIM’s Edwin Wilches makes the case for collateralised loan obligations.
AI debt issuance is ‘transforming’ the corporate bond market
The likes of Amazon and Meta are tapping bond markets to fund AI spend, reshaping index compositions.
FSSA IM team taking over Stewart Investor funds have similar approach: Morningstar
While both Stewart Investors (SI) and FSSA Investment Managers (FSSA) have an emphasis on quality, the latter are more “valuation cautious”, says Morningstar’s Claire Liang,
FundCalibre: To buy and hold or to trade, that is the question
Investors have had to look beyond the obvious this year, writes FundCalibre’s Darius McDermott
Janus Henderson Investors: Should we take big risks in the current environment?
Geopolitics, demographics, and the cost of capital will drive markets in 2026, according to Janus Henderson Investors’ Matthew Bullock.
JPMAM recommends resilient balanced portfolios
Alts will enhance portfolio diversification, according to JP Morgan Asset Management’s long-term projections.
Colchester: Sovereign bonds provide defensive features
Claudia Gollmeier, head of investment management, APAC & MEA & managing director, Singapore at Colchester Global Investors, explains how the firm focuses on real yields and FX returns.
UBS AM backs China equities
UBS AM is also positive on Asia tech and high yield bonds, senior managers told a roundtable.
GSAM’s Niaz recommends a barbell bond strategy
Short-dated securitised credit and Asia high yield offer the optimal mix, according to Goldman Sachs Asset Management’s Salman Niaz.
Ninety One: China is at a turning point
Structural reform, stronger fundamentals, and sectoral innovation are transforming the country, says Ninety One’s Wenchang Ma.
GMO re-thinks the 60/40 portfolio
Shifting to non-US stocks and value will help generate higher returns than a traditional passive portfolio, argues Ben Inker GMO’s asset allocation co-head.
Morgan Stanley looks for tactical value in private markets
Morgan Stanley’s Tom Cahill identifies special situations for issuers who need capital for unique requirements.
UBS AM: macro environment supports Asia and EM securities
UBS Asset Management is overweight emerging market equities and local currency debt.
Indosuez WM: Investors should stay in equities
Emerging markets and gold also have further traction, according to Indosuez Wealth Management.
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FSA SPY
The FSA Spy market buzz – 26 September 2025: FINALE
Time to say goodbye, Lessons learned from more than a decade, Asia’s strengths and its opportunities, Thank you and an absence of brickbats, Advertising support and so much more.
