Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Fragile support for sustainable funds in Asia
Taiwan was the exception to the trend of net outflows from Asia ex-Japan sustainable funds in the first quarter of this year, Morningstar finds.
Tikehau Capital inks partnership with Flow Capital
Tikehau Capital also announced the opening of a new office in Hong Kong, its fourth in the region after Singapore, Seoul and Tokyo.
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Value Partners launches Japanese REIT fund
The Value Partners Japan REIT Fund will invest in Japan’s $96bn listed real estate market.
Schroders boss set to retire next year
Peter Harrison intends to retire as group chief executive in 2025, as the Schroders board seeks a successor.
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Schroders Capital partners with iCapital for semi-liquids
The deal aims to widen access to the firm’s semi-liquid global private equity strategy.
Fidelity jumps to fifth in Broadridge China survey
Fidelity beaks into the top five for the first time in Broadridge’s China Power Ranking, a survey of the top performing asset managers in China.
Citi names new head of Singapore commercial bank
The US bank has chosen a Citi veteran to head up its Singapore business.