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.
Asset managers
-
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.
-
‘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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Fidelity International: AI lifts corporate confidence near post-pandemic highs
The firm gathered insight from 122 equities and fixed income analysts.
-
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.
-
Jupiter’s Naylor-Leyland: Prepare for another surge in gold and silver prices
Currency debasement, loose monetary policy and rising fiscal deficits will again drive sentiment, says fund manager Ned Naylor-Leyland.
-
Morgan Stanley’s Au-Yeung: Asian family offices still favour alternatives
But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers.
-
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.
-
Goldman Sachs Asset Management: Hedging macro uncertainty with quantitative precision
As markets fragment and data explodes, data and technology-driven platforms built for scale are well-positioned to consistently create an information advantage to uncover insights before the rest of the market does.
-
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.
-
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.
-
GMO shorts Korea and Taiwan equities in systematic macro strategy
The investment manager sees lower equity returns on the other side of the ongoing boom in AI spending.