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.
Latest news
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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.
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HSBC Private Bank extends Access offering to Singapore
Following its initial launch in Hong Kong, Singapore is the second market to introduce HSBC Access.
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Global X launches Kospi 200 ETF in Hong Kong
The fund will list on the Stock Exchange of Hong Kong on 15 September with a board lot size of 100 shares.
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Fidelity hires Steven Cheung as ETF director
Steven Cheung joins from BlackRock where he was head of iShares wealth for Greater China and Southeast Asia.
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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.
Asset class in focus
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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.
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BlackRock authorised for its first tokenised money market fund in Hong Kong
Investors will be able to use HKDAP issued by Standard Chartered-led Anchorpoint Financial Limited to subscribe and redeem from the fund.
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Tsao Family Office’s Bryan Goh: Private markets hold the best opportunities for additionality and materiality
Bryan Goh, CEO, Tsao Family Office tells FSA that he likes to see managers lose money and recover, not just their high watermarks but their equanimity.
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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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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