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.
Fixed Income
-
Neuberger: Selectivity the source of fixed income alpha in 2026
As macro tailwinds fade, fixed income success in 2026 hinges on precision – selective bond picking to capture resilient income and avoid crowded risks.
-
Wrise partners with ChinaAMC (HK) to offer Asia bond fund
The income share class of the ChinaAMC Select Asia Bond fund is designed for yield and diversification
-
Eastspring: Asian bonds improve risk-adjusted returns
Asian fixed income’s resilience during stress is underpinned by macro fundamentals, says Eastspring’s Rong Ren Goh.
-
RBC BlueBay launches its first Japan bond fund
The fund managers expect Japanese pension funds to reallocate to domestic bonds.
-
From insight to income: Barings’ global credit advantage
An era of narrow spreads and rising dispersion requires global flexibility, rigorous underwriting, unique origination and integrated insights across public and private debt.
-
Top Trumps: Emerging markets bonds – 19 March 2026
This week FSA provides a quick comparison of two emerging markets bond funds: the BlackRock GF Emerging Markets Bond fund and the Templeton Emerging Markets Bond fund.
-
Schroders: Bonds are not only about income
Investors must separate interest rate exposure from credit exposure, says Schroders’ Julien Houdain.
-
Robeco registers 3 fixed income funds in Hong Kong and Singapore
Robeco has expanded its retail lineup of fixed income funds in Hong Kong and Singapore.
-
Fixed income dominated Asia fund flows in 2025 – Calastone
Asian investors prioritised stability and yield amid uncertainty, Calastone data found.
-
Standard Chartered partners with Barings for IG CLO strategy
The fund is launched under the bank’s variable capital company platform.
-
Top Trumps: US fixed income – 8 January 2026
This week FSA provides a quick comparison of two US fixed income funds: the AB Mortgage Income Portfolio fund and the PIMCO GIS Income fund.
-
Resilience and diversification drive demand for under-the-radar CLOs
PGIM’s Edwin Wilches makes the case for collateralised loan obligations.
-
Allspring’s Sowerby: strong local presence is essential for success in Asia
Allspring Global Investment has rapidly set its foothold and plans to scale up in Asia Pacific, according to its MD and head of international client group, Andy Sowerby.
-
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.
-
Schroders and KTAM launch cat bonds for Thai HNWIs
The Schroder IF Flexible Cat Bond fund serves as the master fund.