Chubb Wealth and Hamilton Lane partner for private evergreen funds
The partnership will see Hamilton Lane funds available on the Chubb Wealth platform for eligible Hong Kong investors.
Equities
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Investment chiefs warn equities face higher bar amid rising bond yields
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).
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Top Trumps: European equities – 8 October 2026
This week FSA compares two European equities funds: BlackRock GF European Value fund and the JPMorgan Europe Dynamic fund.
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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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AB: Stock/bond mix may not be enough for income investors
Stickier inflation and changing asset correlations mean income investors need to diversify their sources of yield without sacrificing exposure to long-term growth, say Karen Watkin and Fahd Malik.
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AI boom enters new phase as investors turn more selective
Investors are looking beyond the initial winners of the artificial intelligence (AI) story.
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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.