Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
Equities
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‘A short-term hit for long-term benefit’: How these ESG managers justify investing in AI
Managers from Rathbones and RLAM explain how they navigate the energy challenges of investing in tech.
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Top Trumps: Energy equities – 9 April 2026
This week FSA provides a quick comparison of two global energy equity funds: the BlackRock BGF World Energy fund and the Schroder ISF Global Energy fund.
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How Ninety One is rethinking China equity allocations
A broad yet precise approach to the full China stock market seeks to offer access to the best ideas to convert structural dispersion into sustainable alpha.
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Acadian: Capitalising on EM inefficiencies to capture alpha at scale
As emerging markets evolve, systematic strategies help investors capture inefficiencies, diversify beyond concentrated benchmarks and build more resilient portfolios.
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Federated Hermes Asia ex-Japan equity fund recognized by MAS
The $5bn fund is the first Federated Hermes strategy to receive retail registration in Asia Pacific.
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JPMAM unveils derivative-income ETF in Taiwan
It is the first Taiwan actively managed equity ETF to adopt a covered call strategy.
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Wellington: Delivering alpha in a world of dispersion
With stock-specific fundamentals driving returns, global research depth and disciplined processes are key to identifying durable companies with conviction.
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India market enters structural boom as stock exchange marks 150th anniversary
The country is a ‘stockpicker’s paradise’ due to its massive breadth of 5,500+ listed entities and high liquidity, writes Alquity’s Dan Billis.
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Aberdeen versus Schroders: Head-to-Head
This week FSA compares the abrdn Pacific Equity fund and the Schroder ISF Asian Total Return fund.
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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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Manulife IM: Healthcare is both defensive and alpha-generating
Portfolio manager CJ Sylvester explains his high-conviction healthcare investment strategy.
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Brown Advisory launches new global value strategy
The flagship Global Value Select and International Value Select funds are led by former Schroders global value head Nick Kirrage.
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SJP ups UK equities positions and makes EMD move
The wealth manager is seeking to adapt to a ‘late-cycle market environment’.
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2026 is not the year for all S&P 500 companies: Putnam’s Wadera
Despite calls to diversify away from US equities, Putnam’s US equity research strategy has attracted over $1bn in assets over the last year.
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Fixed income dominated Asia fund flows in 2025 – Calastone
Asian investors prioritised stability and yield amid uncertainty, Calastone data found.
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InnovestX partners with China AMC in Thailand to offer exposure to ETFs
The collaboration provides two depositary receipts linked to China stock ETFs.