Jupiter’s Naylor-Leyland: ‘Precious metal speculators got it wrong all at once’
The rally in precious metals had relatively little to do with central banks, says Jupiter’s Ned Naylor-Leyland.
Latest news
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Jupiter’s Naylor-Leyland: ‘Precious metal speculators got it wrong all at once’
The rally in precious metals had relatively little to do with central banks, says Jupiter’s Ned Naylor-Leyland.
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William Blair offers EM local FX debt fund in Taiwan
Real yields, diversification and improving fundamentals makes the asset class an attractive opportunity, says WBIM.
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Asia’s wealthy are neglecting insurance – McKinsey
McKinsey found that only 15% to 20% of HNWIs in the region have integrated life insurance into their wealth planning.
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Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
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BlackRock: Rising corporate earnings are not inconsistent with higher long-term government bond yields.
The BlackRock Investment Institute favours equities, durable income and limiting duration risk on a strategic horizon of five years or more.
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Eastspring names head of ETF markets
Former JPMAM Asia ETFs head Sean Cunningham is hired for a newly created role at Eastpring Investments.
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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Jupiter’s Naylor-Leyland: ‘Precious metal speculators got it wrong all at once’
The rally in precious metals had relatively little to do with central banks, says Jupiter’s Ned Naylor-Leyland.
-
William Blair offers EM local FX debt fund in Taiwan
Real yields, diversification and improving fundamentals makes the asset class an attractive opportunity, says WBIM.
-
Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
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Schroders launches tokenised share class
It uses Kinexys by J.P. Morgan’s multi-chain asset tokenisation platform, so clients will be able to use smart contracts.
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Equity funds experience largest outflows since Autumn Budget as Burnham takes over
Investor uncertainty over economic policy has led to millions being pulled from equity funds
The Gatekeepers
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Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
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Lombard Odier’s Jack Siu backs convertibles for protection and performance
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.
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BNP Paribas WM’s Adrien Lalau: A personalised approach is essential
Building strong relationships with clients is crucial to providing tailored recommendations, says Adrien Lalau, head of investment funds advisory, Asia at BNP Paribas Wealth Management
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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.
Research
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Asia’s wealthy are neglecting insurance – McKinsey
McKinsey found that only 15% to 20% of HNWIs in the region have integrated life insurance into their wealth planning.
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