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.
Equities
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AI trade entering more selective phase, says Man Group portfolio manager
Investors are beginning to distinguish between winners and losers across the technology sector, according to Man Group’s Sumant Wahi.
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Federated Hermes versus Man Group: Head-to-Head
This week FSA compares the Federated Hermes Asia ex-Japan Equity fund and the Man Asia (ex Japan) fund.
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KBIGI launches two responsible global equity strategies
KBI Global Investors has launched a core sustainable strategy and a health and wellbeing strategy .
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Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
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Eastspring launches Asia tech fund
The strategy focuses on Asian technology innovators.
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Natixis IM: AI will still drive markets in 2026
88% of strategists believe productivity gains from AI will translate into higher corporate profits.
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Asian investors rotate into equities as bond flows turn negative: Calastone report
Multi-asset funds remained the strongest-performing asset class during the first half of this year.
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HSBC Private Bank favours barbell approach to China equities
Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.
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Top Trumps: Emerging markets equity – 25 June 2026
This week FSA compares two emerging market equity funds: the Ninety One Emerging Markets Equity fund and the Templeton Emerging Markets fund.
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M&G launches global strategic value fund
The strategy is now available to international investors.
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Invesco launches enhanced equity fund
The systematic global equity strategy is available in Australia.
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BlackRock versus MFS IM: Head-to-Head
This week FSA compares the BlackRock Global Funds – Emerging Markets fund and the MFS Meridian Funds – Emerging Markets Equity fund.
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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.