Fund selectors back alternatives amid turmoil
Alternatives provide uncorrelated streams of alpha, a hedge against market volatility and different sources of income.
Latest news
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Fund selectors back alternatives amid turmoil
Alternatives provide uncorrelated streams of alpha, a hedge against market volatility and different sources of income.
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Asset manager demand accelerates for alts
Investors want alternative assets, and traditional asset managers want to provide them. Rather than do it themselves, many firms have been opting to partner up.
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The India equity funds emerging from a bear market
FSA looks at the top performing Indian equity funds over the past six months amid a prolonged period of underperformance.
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Schroders WM makes three senior hires in Asia
Andrea Li, Victor Chow and Jyane Quek have been appointed to senior roles.
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Aberdeen Investments launches EM enhanced index fund
The fund aims to beat the MSCI Emerging Markets 10/40 index, before charges, over rolling five-year periods.
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BlackRock raises EM equities back to overweight
The revised view comes just a few months after it cut EM equities to neutral on the back of growing concerns over AI concentration and leverage.
Asset class in focus
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Sponsored by Loomis Sayles & Natixis
Loomis Sayles: Reaping the rewards of a long-term, high-conviction approach
The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
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Fund selectors back alternatives amid turmoil
Alternatives provide uncorrelated streams of alpha, a hedge against market volatility and different sources of income.
-
Asset manager demand accelerates for alts
Investors want alternative assets, and traditional asset managers want to provide them. Rather than do it themselves, many firms have been opting to partner up.
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Morningstar favours diversified global equity funds
Morningstar has highlighted five global equity funds that are ‘best of breed’ in a recent report.
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JPMAM’s Julie Ho anchors income portfolio to structural AI and backs financials
A total return approach can participate in the market’s upside and deliver higher income that can manage downside risk, Julie Ho, portfolio manager of the JPMorgan Asia Equity High Income fund, tells FSA.
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M&G hires global head of impact for private markets
Jen Braswell joins M&G from EQT.
The Gatekeepers In partnership with
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RHB’s Edwin Leong: Multi-asset strategies add diversity and stability
Strategies should fit into investors’ individual objectives, Edwin Leong, head, group product solutions & research at RHB Group Asset Management tells FSA.
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Julius Baer’s Jeffrey Tam: Diversify equities with financials and biotech
Short-dated credit also offers a compelling middle ground between cash and the broader fixed income universe, Jeffrey Tam, head fund specialists, Hong Kong, Julius Baer tells FSA.
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Metrobank Trust’s Ma. Cristina Gabaldon: DPM allows clients to focus on long-term financial goals
A core component of Metrobank Trust’s approach is global diversification, Ma. Cristina Gabaldon, head of investment of the investment management division, tells FSA.
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Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
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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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Lombard Odier’s Jack Siu backs convertibles for protection and performance
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.
Research
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The India equity funds emerging from a bear market
FSA looks at the top performing Indian equity funds over the past six months amid a prolonged period of underperformance.
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