T. Rowe Price’s Mallet: I’ve had to rotate my portfolio after the best year of my career
The manager of the $1.5bn T. Rowe Price Global Value Equity fund tells FSA where he sees the next opportunity.
Research
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Asian family offices struggle with legacy planning: DBS report
The founders’ wish to retain control remains a barrier to intergenerational succession, a DBS commissioned report found.
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Morningstar: Higher starting yields give fixed income investors more cushion
A Morningstar report says the recent volatility in the bond market has created “one of the most compelling opportunities in years”.
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Preqin forecasts private markets AUM to exceed $34trn by end of 2031
Structural demand is supporting infrastructure growth, according to Preqin’s “Private Markets in 2031” report.
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5 healthcare funds outpacing the S&P 500 in 2026
FSA highlights 5 healthcare exchange-traded-funds that are outpacing the S&P 500 index year-to-date.
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Top Trumps: UK equities – 29 October 2026
This week FSA compares two UK equities funds: MFS Meridian UK Equity fund and the Schroder ISF UK Equity fund.
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Inheritors are ill-prepared for major financial decisions – Capital Group study
Hong Kong and Singapore investors are more comfortable with their choices and are guided by professional advisers.
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Top Trumps: US equities – 22 October 2026
This week, FSA compares the Invesco US Value Equity Fund and the Harris Oakmark U.S. Value Equity Fund.
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Top Trumps: Global Fixed Income – 15 October 2026
This week, FSA compares the T. Rowe Price Global Government Bond fund and the Amundi Global Government Bond fund.
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Top Trumps: European equities – 8 October 2026
This week FSA compares two European equities funds: BlackRock GF European Value fund and the JPMorgan Europe Dynamic fund.
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Asia financial advisers need more risk analytics: Survey
Advisers in Asia are committing to alternatives at a time of markedly lower confidence, the survey found.
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Asia’s rich anxious about wealth preservation: Sun Life survey
Passing on wealth is easier than preparing heirs to manage it, a Sun Life Asia study finds.
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Schroders versus Capital Group: HEAD-to-HEAD
This week FSA compares the Schroder ISF US Small and Mid-Cap fund and the Capital Group Investment Company of America fund.
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Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report.
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Asset managers to expand AI use for decision-making and data collection
Almost all respondents to the Northern Trust report said they were deploying AI in some form.
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Top Trumps: Emerging markets equity – 18 September 2026
This week FSA compares two emerging market equity funds: the Man Systematic Emerging Markets Equity fund and the PGIM Quant Solutions Emerging Markets Equity Fund.
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Taiwan and Japan drive Asia-Pacific dividends in second quarter of 2026
Companies in Japan and Taiwan drove most of the growth in payouts across Asia Pacific, according to a report from Janus Henderson Investors.