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.
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.
The prevalence of traditional wealth structures in Asia is creating succession planning risks, says Utmost’s Mark Christal.
Managers from Rathbones and RLAM explain how they navigate the energy challenges of investing in tech.
Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.
Investors should remain invested, diversify, and take a long-term view, says Fidelity’s HK head, Charlotte Chan.
Markets depend on earnings resilience in the face of continued geopolitical uncertainty in the Middle East, according to asset managers.
The former US Treasury secretary said investors can play a role in forcing the hand of US policymakers.
As macro tailwinds fade, fixed income success in 2026 hinges on precision – selective bond picking to capture resilient income and avoid crowded risks.
Portfolio construction should always strike the right balance between optimism and caution, says Connie Sin, head of funds and alternatives, International Wealth Management, Nomura
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.
Stocks give up some of the gains made last week.
Investors should remain anchored to fundamentals during volatility, says Citi Wealth.
The firm gathered insight from 122 equities and fixed income analysts.
The firm’s private ownership structure has enabled long-term investment in research, technology and talent without the pressure of quarterly earnings targets.