Barclays appoints Private Bank head for Asia
Wee Yee-Yong joins Barclays from Morgan Stanley.
Industry views
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Schroders’ Dorian Carrell addresses the limitations of 60/40
Dorian Carrell, head of multi-asset income at Schroders, bases his balanced strategy on three pillars.
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Aberdeen Investments set to launch active fund of hedge funds
The ‘Hedge Fund Legends’ will focus on a concentrated portfolio of established, highly regarded and often capacity-constrained hedge fund managers, Aberdeen’s Dongyue Zhang told FSA.
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Infrastructure equity enters the spotlight
Allocators find infrastructure equities compelling given its growth potential combined with resilient, inflation-protected earnings.
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Fund selectors back alternatives amid turmoil
Alternatives provide uncorrelated streams of alpha, a hedge against market volatility and different sources of income.
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Asset manager demand accelerates for alts
Investors want alternative assets, and traditional asset managers want to provide them. Rather than do it themselves, many firms have been opting to partner up.
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BlackRock raises EM equities back to overweight
The revised view comes just a few months after it cut EM equities to neutral on the back of growing concerns over AI concentration and leverage.
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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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DWS re-brands as Deutsche Asset Management
The brand change will become effective in early November 2026.
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PGIM: How fast and how high could the Bank of Japan hike rates?
The further away the policy rate is from zero, the more headroom there is for cuts, argue PGIM economists.
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RHB’s Edwin Leong: Multi-asset strategies add diversity and stability
Strategies should fit into investors’ individual objectives, Edwin Leong, head, group product solutions & research at RHB Group Asset Management tells FSA.
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GMO CEO sees growing interest in liquid alternatives
‘I don’t have enough liquid alternatives on my platform’ – is a common confession from heads of manager research at different wealth platforms in Asia, according to GMO CEO Scott Hayward.
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Bond market rout brings gilt yields to financial crisis levels
The negative sentiment has spilled over into equities.
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J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of equities at J Safra Sarasin.
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Artemis’s Snowden: Should bond investors avoid the hyperscalers?
Head of fixed income explains why he prefers a software provider and data centre company.
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Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
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Bank of Singapore strengthens Greater China team with J. Safra Sarasin hire
Bank of Singapore has hired former Bank J. Safra Sarasin team head Kelly Yang.