J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of thematic equities and portfolio manager at J Safra Sarasin.
Research
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Over 90% of investors and wealth managers want better security on digital assets, says survey
Security and custody standards are identified as the biggest roadblock to investing.
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Top Trumps: Mixed Asset Balanced – 27 August 2026
This week FSA provides a quick comparison of two mixed asset balanced funds: the Eastspring Asian Balanced fund and the Allianz Balanced Income and Growth fund.
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The global equity funds that cushioned the downside
FSA highlights the global equity funds that had lowest downside capture ratio and volatility alongside top-ranked returns over the past 6 months.
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Top Trumps: International equities – 20 August 2026
This week FSA provides a quick comparison of two international equity funds: Artemis Global Income and Capital Group New Economy Fund.
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The global funds that outperformed during summer volatility
FSA looks at the best performing global equity funds over June and July amidst a volatile unwind of a crowded artificial intelligence trade.
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Top Trumps: Asia Pacific ex-Japan equities – 13 August 2026
This week FSA compares two Asia Pacific ex-Japan equity funds: the Fidelity Asian Special Situations fund and the JPMorgan SAR Asian fund.
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Asia’s wealthy are neglecting insurance – McKinsey
McKinsey found that only 15% to 20% of HNWIs in the region have integrated life insurance into their wealth planning.
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The global funds that outperformed during summer volatility
FSA looks at the best performing global equity funds since the start of June during the volatile unwind of a crowded AI trade.
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Malaysia’s rich are among the highest adopters of AI for finance – HSBC survey
More than half value a hybrid approach combining AI with the expertise of financial professionals when making decisions.
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Asset managers moving AI from back-office to investment process
According to insights from 225 technology leaders.
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AI ‘reshaping client relationships’ as expectations grow
‘Meaningful AI budgets’ now expected, according to a survey.
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Equity funds experience largest outflows since Autumn Budget as Burnham takes over
Investor uncertainty over economic policy has led to millions being pulled from equity funds
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Top Trumps: Asia Pacific fixed income – 6 August 2026
This week FSA compares two Asia Pacific bond funds: the BlackRock GF Asian High Yield Bond fund and the UBS (Lux) SICAV Asian High Yield Bond fund.
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Morningstar: China leads sustainable fund launches in Asia ex-Japan
Singapore and Hong Kong continued to record positive net flows despite overall regional outflows.
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Franklin Templeton sees $18bn of inflows as assets hit record high
Franklin Templeton’s asset under management hit an all all-time high of $1.8trn on the back of strong equity markets and inflows into alternatives and ETFs.
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Schroders books net outflow as Nuveen takeover rumbles on
Total assets still hit a record high.