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.
FSA Spy
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The FSA Spy market buzz – 26 September 2025: FINALE
Time to say goodbye, Lessons learned from more than a decade, Asia’s strengths and its opportunities, Thank you and an absence of brickbats, Advertising support and so much more.
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The FSA Spy market buzz – 19 September 2025
WisdomTree’s getting defensive in Asia, DogeCoin is coming to an ETF near you, Fund managers are worried but dancing, Family Offices think they will underperform, China’s gold and much more.
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The FSA Spy market buzz – 12 September 2025
James Bond as ETF, M&G’s worrying about copper, Broadridge on assets, Eastspring about emerging markets, The best performing stock over five years, Wine auctions and much more.
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The FSA Spy market buzz – 5 September 2025
Franklin Templeton dividends, ETF juggernaut, China is running hot, JP Morgan thinks about AI electrically, BNP Paribas is worried about your healthspan, Books on money and much more.
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The FSA Spy market buzz – 29 August 2025
VanEck is tracking better, Global Asset Management M&A on fire, Vontobel asks itself when to sell, UBS is thinking about millionaires, Data centres explosion, Valuation fatigue and much more.
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The FSA Spy market buzz – 15 August 2025
Neuberger Berman goes EMD HC ETF, Janus Henderson is soothing about tech bubbles, Redwheel is not, Fidelity Investments piles on the money, Betashares in Oz, Robotaxis, Gymnastics and much more.
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The FSA Spy market buzz – 8 August 2025
Eaton Vance is mortgaging, Neuberger Berman goes all James T. Kirk, Donald Trump gives crypto and PE a boost, M&G and Kung Fu Panda, Amazon’s AWS juggernaut, Singapore National Day and much more.
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The FSA Spy market buzz – 1 August 2025
State Street sectoral onslaught, Wisdom from Natixis IM, Thematic ETFs are woeful, Worrying the way Buffet worries, Microsoft and Meta are stellar, Michael Jackson’s sock and much more.
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The FSA Spy market buzz – 25 July 2025
Janus Henderson is concentrating, A rather pointless bitcoin fund, Schroders is moving from 60/40, FSSA IM and shrinking holding times, PERs that make one wonder, PE’s roundabout and much more.
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The FSA Spy market buzz – 18 July 2025
Betting on Chinese generative AI, Lombard Odier’s focus on nature, DBS’s best-performing funds, an anthology for Michael Cembalest, BlackRock’s abundance of riches, Spacs and SPVs, and much more.
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The FSA Spy market buzz – 11 July 2025
Throwing out the DEI favourites, iCapital’s valuation march, Jupiter is buying again, Meta is throwing the book at AI, James Bond classics and markets, Japan vs America, Comebacks and much more.
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The FSA Spy market buzz – 4 July 2025
Roundhill bets on robots, Mea Culpa from an industry veteran, Neuberger Berman looks at data centre power, Supply and demand in action, Ford’s white-collar gloom and much more.
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The FSA Spy market buzz – 27 June 2025
iShares makes the Fat Lady sing, Pictet is making five-year guesses, Nvidia versus the rest of the world, Aberdeen is thinking about infrastructure, China and gold, Housing crashes and much more.
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The FSA Spy market buzz – 20 June 2025
Albert Einstein and Rainwater, Janus Henderson is in the driving seat, China is giving us options, ETF launches galore, China’s five-year growth, Swiss and the zero, Debt clocks, Optimism and much more.
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The FSA Spy market buzz – 13 June 2025
Fund costs are sky high; Jupiter is using its shoes; Shenzhen and Hong Kong cosy up some more; A juicy space IPO; Global currencies and the dollar’s death; Charts from left to right and much more.
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The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.