Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
Equities
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Equity funds experience largest outflows since Autumn Budget as Burnham takes over
Investor uncertainty over economic policy has led to millions being pulled from equity funds
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Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
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Manulife IM bolsters emerging markets equity team in Asia
Faye Gao, Ashley Chung and Elle Jamil join the investment manager’s emerging markets equity team.
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William Blair IM launches Global Leaders Select strategy
William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager.
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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.