M&G hires Ross Sterling for flagship Japanese equities strategy
Sterling contributes to stock selection, portfolio construction and research into Japanese companies of all sizes.
Industry views
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Hang Seng Bank’s Belle Liang: Growing retail access via evergreen and semi-liquid vehicles
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
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BlackRock: Rising corporate earnings are not inconsistent with higher long-term government bond yields.
The BlackRock Investment Institute favours equities, durable income and limiting duration risk on a strategic horizon of five years or more.
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Malaysia’s rich are among the highest adopters of AI for finance – HSBC survey
More than half value a hybrid approach combining AI with the expertise of financial professionals when making decisions.
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AI ‘reshaping client relationships’ as expectations grow
‘Meaningful AI budgets’ now expected, according to a survey.
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Standard Chartered’s Mischa Bitton: Private equity secondaries provide a pool of opportunities
However, there needs to be greater alignment between product design and investor outcomes, Mischa Bitton, head, alternative investments, wealth solutions, Standard Chartered tells FSA.
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BlackRock: Government bonds provide less ballast but more income
AI investments, supply shocks and heavy government borrowing are accelerating a repricing of long-term rates, according to BlackRock’s Investment Institute.
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Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
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Julius Baer hires former Bank of Singapore exec as market head South East Asia
Julius Baer has hired Nira Tanoko, former Bank of Singapore market head, Indonesia, to join its leadership team.
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Julius Baer’s Jason Ng: Alts provide diversified enhanced risk-adjusted returns
Across all alternative asset classes success ultimately hinges on manager selection, explains Jason Ng, alternatives specialist, Asia & Middle East, Julius Baer.
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Eastspring: Asian equities set to outperform US equities
Superior earnings growth will support Asian equities in the second half of this and into 2027, say Eastspring strategists.
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BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’
Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.
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Affluent HK and China investors adjust return expectations – DBS survey
Wealthy investors are also broadening their portfolios for long-term growth.
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Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
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AI trade entering more selective phase, says Man Group portfolio manager
Investors are beginning to distinguish between winners and losers across the technology sector, according to Man Group’s Sumant Wahi.
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Gold beyond the cyclical narrative – Schroders
The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.
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Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.