EXCLUSIVE: HSBC AM’s head of Asia fixed income departs
Alfred Mui, HSBC AM’s head of Asia fixed income has left the firm to pursue other opportunities.
Asset managers
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JPMAM: ‘mildly pro-risk’ on equities
JP Morgan Asset Management’s Sylvia Sheng is overweight equities for the next 12 to 18 months.
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Wellington Management: AI buildout will continue to catch investors off guard
But investors may have a good reason to be cautious about the recent beneficiaries of the artificial intelligence buildout.
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TT International: EM equities set for another leg of outperformance
Michael Tambue, investment specialist at TT International, explains why EM has more room to run in this Q&A with FSA.
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Lazard Asset Management: Small Cap stocks offer big potential
Small companies are at an inflection point, according to Antony Creighton, director, head of strategy, Asia ex-Japan at Lazard Asset Management.
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Federated Hermes: A contrarian view on Asia ex-Japan equities
Within Asia ex-Japan equities, the opportunity set has become differentiated, says James Cook, executive director, head of investment directors & specialists, Federated Hermes Limited
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TT International: Decoding EM debt in a new macro regime
Michael Tambue, investment specialist at TT International, explains where TT International sees opportunities in emerging market debt in this Q&A with FSA.
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BlackRock warns sticky inflation constrains central banks
The BlackRock Investment Institute is reiterating an overweight call on US and EM equities despite the inflationary pressures from the Middle East conflict.
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Lazard Asset Management: Capitalising on the growth of digital assets
Investors can join the surge in cryptocurrency adoption by allocating to the equities of companies behind the growth, says Shen Tan, managing director, Asia, Lazard Asset Management.
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Why Baillie Gifford’s EM team ‘reluctantly’ owns the index
Ben Durrant explains why the team has an ‘apparently low’ active share.
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Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
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‘A short-term hit for long-term benefit’: How these ESG managers justify investing in AI
Managers from Rathbones and RLAM explain how they navigate the energy challenges of investing in tech.
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Fidelity International urges Apac retail investors ‘to stay the course’
Investors should remain invested, diversify, and take a long-term view, says Fidelity’s HK head, Charlotte Chan.
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Asset managers expect earnings to underpin markets in wake of Iran conflict
Markets depend on earnings resilience in the face of continued geopolitical uncertainty in the Middle East, according to asset managers.
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Neuberger: Selectivity the source of fixed income alpha in 2026
As macro tailwinds fade, fixed income success in 2026 hinges on precision – selective bond picking to capture resilient income and avoid crowded risks.
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Schroders CEO voices concerns over alignment in private credit
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.
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JPMAM’s Tai Hui: Gold is not a good hedge against anything
JP Morgan Asset Management’s Apac chief market strategist says investors should view gold as an investment asset, rather than a hedge.