T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
Latest news
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
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Schroders: Investors boost diversification as 85% fear greater market volatility
Roughly 50% of respondents in Schroder’s Global Investor Insight survey said they were concerned about a downturn or recession.
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Lombard Odier’s Celestin: Best PE opportunities are among mid-market companies
Thierry Celestin, head of private asset client services at Lombard Odier explains to FSA the advantages of endowment-style portfolios with closed-end structures.
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Value Partners names Cai Shaojun as fixed income head
Cai Shaojin replaces Gordon Ip, who is retiring.
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5 clean energy funds outpacing the market
Clean energy stocks are recovering as AI’s demand for energy revives the sector.
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EXCLUSIVE: Muzinich’s Torres makes the case for European private credit
Local presence is crucial for sourcing and underwriting deals, Rafael Torres, co-head of private debt, Pan Europe at Muzinich & Co. tells FSA.
Asset class in focus
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Sponsored by Loomis Sayles & Natixis
Loomis Sayles: Reaping the rewards of a long-term, high-conviction approach
The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
-
Lombard Odier’s Celestin: Best PE opportunities are among mid-market companies
Thierry Celestin, head of private asset client services at Lombard Odier explains to FSA the advantages of endowment-style portfolios with closed-end structures.
-
EXCLUSIVE: Muzinich’s Torres makes the case for European private credit
Local presence is crucial for sourcing and underwriting deals, Rafael Torres, co-head of private debt, Pan Europe at Muzinich & Co. tells FSA.
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Top Trumps: Global fixed income – 18 June 2026
This week FSA provides a quick comparison of two global fixed income funds: the Neuberger Global Flexible Credit Income fund and the PIMCO GIS Diversified Income fund.
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M&G launches global strategic value fund
The strategy is now available to international investors.
The Gatekeepers
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Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies
UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.
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Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration
Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.
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HSBC’s Lina Lim: Art and finance are complementary disciplines
It is essential to keep pace with the rapid evolution of wealth management, says HSBC’s head of funds and discretionary, Lina Lim.
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Pictet WM’s Karen Tan: Hedging downside risk is a priority
Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.
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Nomura IWM’s Connie Sin: A diversified portfolio extends far beyond traditional stocks and bonds
Portfolio construction should always strike the right balance between optimism and caution, says Connie Sin, head of funds and alternatives, International Wealth Management, Nomura
Research
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5 clean energy funds outpacing the market
Clean energy stocks are recovering as AI’s demand for energy revives the sector.
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.