Morningstar: Higher starting yields give fixed income investors more cushion
A Morningstar report says the recent volatility in the bond market has created “one of the most compelling opportunities in years”.
Equities
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5 healthcare funds outpacing the S&P 500 in 2026
FSA highlights 5 healthcare exchange-traded-funds that are outpacing the S&P 500 index year-to-date.
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BNPP AM brings four funds to Hong Kong through Hang Seng Bank
Hang Seng Bank has onboarded the BNP Paribas Asset Management funds to its wealth management platform.
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Top Trumps: UK equities – 29 October 2026
This week FSA compares two UK equities funds: MFS Meridian UK Equity fund and the Schroder ISF UK Equity fund.
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Sustainable investing and attractive valuations need not be at odds
Schroders is calling for investors to look beyond dominant market themes to identify businesses whose long-term prospects may not be adequately reflected in their share prices.
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Templeton: Global income strategies to tackle equity concentration risks
Combining dividend-paying equities, sovereign bonds and structured products can help generate resilient income while reducing portfolio concentration risks, believes Templeton Global Investments.
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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.