Latest News
UBS AM sees ‘renaissance’ in Chinese equities
UBS AM’s head of China equities says the lack of widespread retail investor participation means a bull market is not yet near a peak.
10 emerging market funds on track to beat the S&P 500
FSA looks at 10 emerging market funds that are outperforming the S&P 500 year-to-date and on track to outpace it on a three-year basis.
Top Trumps: North America equities – 7 August 2025
This week FSA provides a quick comparison of two North America equities funds: the BlackRock GF US Growth fund and the JP Morgan US Growth fund.
HSBC AM names Karim Ghannam as global head of real assets
Ghannam will also be head of alternatives, Singapore.
Asset Class in Focus
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
Sponsored By: Harris | Oakmark & Natixis
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
M&G FI chief: Investors should be more open minded about diversification
Diversification of liquidity during market stress is often overlooked by investors, says Andrew Chorlton, chief investment officer at M&G fixed income.
MSCI launches data and analytics products for GPs
Private Asset and Deal Metrics and RCA Funds are intended to address gaps in data transparency, benchmarking and decision-making.
Fidelity still sees US Treasuries as a safe haven
There are few viable alternatives to US Treasuries in a weakening economy, says Fidelity’s Rick Patel.
Distributors
Lombard Odier reduces DM equity exposure, keeps EM equities overweight
The Swiss private bank warns of exuberance in developed market equities, in its latest investment strategy update.
Research
Top Trumps: Global high yield – 1 August 2025
This week FSA provides a quick comparison of two global high yield funds: the Barings Global High Yield Bond fund and the MFS Meridian Global High Yield fund.
More News
FSA SPY
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.
Upcoming Events
Fund Selector Asia is hosting our flagship Investment Forums as well as bespoke events and Roundtables in Hong Kong, Malaysia, Philippines, Singapore, and Thailand in 2024.
