Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
Industry trends
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Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
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Healthcare strategies draw tentative interest amid tech rally
Healthcare’s defensive qualities and non-discretionary demand make it more relevant than ever, according to asset managers.
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Investment advisers in Apac see AI as potential threat: Natixis IM Survey
Half of advisors surveyed in Apac view artificial Intelligence (AI) as potentially turning self-directed investors into their biggest competitive threat.
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Geopolitics play bigger role in private market allocations: Coller Capital survey
Investors still plan to deploy into private markets, but geopolitics are becoming a bigger factor in allocation decisions, a survey found.
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
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5 clean energy funds outpacing the market
Clean energy stocks are recovering as AI’s demand for energy revives the sector.
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Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies
UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.
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Janus Henderson develops AI investment tools with Percepta and Anthropic
Janus Henderson partners with Percepta to develop AI-native research and client-engagement tools and to roll out Claude across the firm.
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Nomura AM: Corporate Asia has best financial health in years
Asian investment grade credit is better prepared for the energy fallout than in previous years, according to Nomura Asset Management’s head of fixed income, Simon Tan.
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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.