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.
Industry views
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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.
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Utmost: Asia’s wealthy families are going global, but their wealth planning is stuck at home
The prevalence of traditional wealth structures in Asia is creating succession planning risks, says Utmost’s Mark Christal.
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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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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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Fidelity International urges Apac retail investors ‘to stay the course’
Investors should remain invested, diversify, and take a long-term view, says Fidelity’s HK head, Charlotte Chan.
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Asset managers expect earnings to underpin markets in wake of Iran conflict
Markets depend on earnings resilience in the face of continued geopolitical uncertainty in the Middle East, according to asset managers.
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Yellen says Trump pressure to cut US rates resembles a ‘banana republic’
The former US Treasury secretary said investors can play a role in forcing the hand of US policymakers.
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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.
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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
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Schroders CEO voices concerns over alignment in private credit
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.
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Investors wrong-footed again as US-Iran deadlock sends oil price soaring
Stocks give up some of the gains made last week.
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Citi Wealth favours US large-caps and short-duration IG fixed income
Investors should remain anchored to fundamentals during volatility, says Citi Wealth.
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JPMAM’s Tai Hui: Gold is not a good hedge against anything
JP Morgan Asset Management’s Apac chief market strategist says investors should view gold as an investment asset, rather than a hedge.
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Schroders Wealth hires Barclays private banking head Evonne Tan
Evonne Tan has been hired as CEO, Asia Wealth Management at Schroders.
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Fidelity International: AI lifts corporate confidence near post-pandemic highs
The firm gathered insight from 122 equities and fixed income analysts.
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Innovation with intent: How Pictet turns research into real-world alpha
The firm’s private ownership structure has enabled long-term investment in research, technology and talent without the pressure of quarterly earnings targets.