Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Industry trends
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Ninety One: Oil prices likely to stay elevated even after Hormuz opens
Countries caught off guard by the oil disruption will likely build oil reserves, boosting mid-term demand, according to Ninety One’s Paul Gooden.
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DBS plans to open 18 new wealth centres across Asia by 2027
The Singapore bank will also upgrade 36 of its existing wealth centres over the next 18 months.
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HK overtakes Switzerland as top cross-border wealth booking centre
Meanwhile, Singapore has benefited from safe haven flows, according to a BCG report.
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Hedge funds look for opportunities in China beyond AI
Hedge funds at the Sohn Investment Conference Hong Kong pitch China names outside of artificial intelligence.
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The top multi-asset funds that have delivered a smooth ride
FSA highlights 20 multi asset funds that outperformed with low volatility and drawdowns during the past two years.
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Mercer finds AI now used by majority of asset managers in investment process
Industry has moved ‘beyond experimenting with AI’.
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Apac investors hold more than half of wealth in cash: Fidelity study
Asia Pacific retail investors are missing out on growth sitting mostly in cash, according to a Fidelity International study.
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15 emerging market funds outperforming so far in 2026
FSA highlights 15 emerging market equity funds that are outperforming year-to-date.
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The global funds betting on Korea’s AI darling
FSA highlights five actively managed global equity funds with an overweight position in Korean listed memory chip maker SK Hynix.
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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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‘Middle sized’ asset managers will suffer biggest profitability squeeze
Research from Exante found fee compression, AUM concentration and the rise of ETFs are hitting companies’ margins.
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Amundi sees 7% increase in AUM as net inflows reach four-year high
ETF and ‘index solution’ products attracted the biggest inflows at €24bn.
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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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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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Schroders shareholders approve $13.4bn Nuveen takeover
The shareholder approval will bring the UK’s historic fund house under Nuveen’s control.
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Yellen says Trump pressure to cut US rates resembles a ‘banana republic’
The former US Treasury secretary said investors can play a role in forcing the hand of US policymakers.