T. Rowe Price: Tech giants are offering up opportunities for yield
The AI build-out won’t be derailed by higher oil prices as US tech maintains capex plans.
Research
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Top Trumps: Japanese small/mid cap – 12 June 2026
This week, FSA provides a quick comparison of two Japanese small cap equity funds: PineBridge Japan Small Cap Equity and Janus Henderson Horizon Japanese Smaller Companies.
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BlackRock versus MFS IM: Head-to-Head
This week FSA compares the BlackRock Global Funds – Emerging Markets fund and the MFS Meridian Funds – Emerging Markets Equity fund.
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Semiconductors and oil futures top fund charts 100 days on from Iran war
FSA looks at the top performing funds 100 days after the outbreak of the Iran war on February 28th.
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Top Trumps: US equities – 4 June 2026
This week FSA provides a quick comparison of two US equity funds: Brandes US Value and JP Morgan US Value.
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First Sentier Investors versus M&G: Head-to-Head
This week FSA compares the First Sentier Global Listed Infrastructure fund and M&G Global Listed Infrastructure fund.
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Morningstar: The opportunity cost of ignoring the US is enormous
Large institutional asset owners identified concentration risk, sustainable investing and diversification as core themes for the year ahead.
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Top Trumps: UK equities – 28 May 2026
This week FSA provides a quick comparison of two UK equities funds: the Fidelity UK Special Situations fund and the Invesco UK Equity fund.
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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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Top Trumps: Greater China equities – 21 May 2026
This week FSA provides a quick comparison of two Greater China equity funds: the Eastspring Inv Greater China Equity fund and the Value Partners Classic fund.
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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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Janus Henderson survey: barriers to using AI for investing
Two-thirds of investors are concerned about an AI bubble in the next 12 months, according to the Janus Henderson investor survey.
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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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Top Trumps: International equities – 14 May 2026
This week FSA provides a quick comparison of two international equity funds: Nomura Global Multi – Theme Equity fund and T. Rowe Price Global Value Equity fund.
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Private credit funds see pickup in distressed loans: MSCI
Private credit funds have written down over 10% of their loans by more than half, according to a report from MSCI.