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.
Video interviews
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Video: There’s real room for industry innovation
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ in the investment economic cycle and where there is room for innovation in the industry.
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Editorial Board Insights: Song Sheng Harn 2023
In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.
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Video: Corporate governance improvements in Japan are increasing shareholder returns
Joe Bauernfreund, manager of the AVI Global Trust and Japan Opportunity Trust, discusses the whole host of factors improving governance in Japan.
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Matthews Asia interview
Andy Rothman, investment strategist at Matthews Asia catches up with Natalie Kenway, editor in chief at MA Financial Media, on his recent trip to China and the post-pandemic recovery.
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Editorial Board Insights: Simon Godfrey 2023
In our first edition of Editorial Board Insights, Fund Selector Asia caught up with Simon Godfrey, head of advisory at Prive Technologies, to discuss investment strategies for 2023.
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IWD 2022: Challenges faced by female fund professionals
For this year’s International Women’s Day, Fund Selector Asia talked to four experts in Hong Kong and Singapore on their experience as women working in the fund industry.
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Capitalising on a changing landscape in China
Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.
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Janus Henderson on global real estate
Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.
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BNY Mellon IM on high yield investing
The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.
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Video: T Rowe Price on emerging market investing
Value investing in emerging markets is largely ignored, but watch out for value traps, explains Irmak Surenkok, portfolio specialist in the equities division.
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Video: Franklin Templeton on emerging markets investing
The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
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Video: Hermes IM on multi-asset investing
Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.
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Video: Aviva Investors on multi-asset investing
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.
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Video: Vanguard Investments on return assumptions
Although the outlook for return assumptions across asset classes has been lowered, Vanguard product specialist Andy Ng identifies specific opportunities.
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Video: TT International on China equities
Look for opportunities in China’s domestic consumption space, says portfolio manager Marco Li.
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Video: BNY Mellon IM on income investing
Charles Martin, portfolio specialist BNY Mellon affiliate Insight Investment, discusses global short-dated high yield investing.