Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Equities
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First Sentier Investors versus M&G: Head-to-Head
This week FSA compares the First Sentier Global Listed Infrastructure fund and M&G Global Listed Infrastructure fund.
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Morningstar: The opportunity cost of ignoring the US is enormous
Large institutional asset owners identified concentration risk, sustainable investing and diversification as core themes for the year ahead.
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Top Trumps: UK equities – 28 May 2026
This week FSA provides a quick comparison of two UK equities funds: the Fidelity UK Special Situations fund and the Invesco UK Equity fund.
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Artemis’s Wolstencroft: ‘The investment world is full of storytellers’
The top-performing European fund manager explains why his average holding period is only about a year.
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Wellington’s Sharp-Paul advises ‘recalibrating core portfolios’
The familiar playbook is giving way to a regime where multiple forces interact in less predictable ways, says Wellington Management’s Andrew Sharp-Paul.
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MFS launches US core equity strategy
The MFS Meridian Funds – Blended Research US Core Equity fund integrates quantitative and fundamental insights.
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Eastspring launches Islamic global tech fund
The fund also has an investment advisory collaboration with Eastspring Investments Taiwan.
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Jupiter: Why SMID caps remain best opportunities in UK market, despite ‘horror show’ performance
Adrian Gosden explains why dire performance has not deterred him from investing in small-and mid-caps.
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Top Trumps: International equities – 14 May 2026
This week FSA provides a quick comparison of two international equity funds: Nomura Global Multi – Theme Equity fund and T. Rowe Price Global Value Equity fund.
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JPMAM: ‘mildly pro-risk’ on equities
JP Morgan Asset Management’s Sylvia Sheng is overweight equities for the next 12 to 18 months.
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Allspring launches global equity fund
The asset manager is expanding its systematic core equity suite.
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Wellington Management: AI buildout will continue to catch investors off guard
But investors may have a good reason to be cautious about the recent beneficiaries of the artificial intelligence buildout.
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Lazard Asset Management: Small Cap stocks offer big potential
Small companies are at an inflection point, according to Antony Creighton, director, head of strategy, Asia ex-Japan at Lazard Asset Management.
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Federated Hermes: A contrarian view on Asia ex-Japan equities
Within Asia ex-Japan equities, the opportunity set has become differentiated, says James Cook, executive director, head of investment directors & specialists, Federated Hermes.
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BlackRock launches ASEAN systematic fund under Singapore EQDP
BlackRock has received approval from the Monetary Authority of Singapore (MAS) to launch the fund as part of the MAS Equity Market Development Programme (EQDP).
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‘A short-term hit for long-term benefit’: How these ESG managers justify investing in AI
Managers from Rathbones and RLAM explain how they navigate the energy challenges of investing in tech.