Asset managers Archives - Fund Selector Asia https://fundselectorasia.com/category/industry-views/asset-managers/ Wed, 22 Jan 2025 05:47:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://fundselectorasia.com/wp-content/uploads/2020/10/fsa-icon-rgb-150x150.png Asset managers Archives - Fund Selector Asia https://fundselectorasia.com/category/industry-views/asset-managers/ 32 32 Report: Hidden costs are adding up for index investors https://fundselectorasia.com/report-hidden-costs-are-adding-up-for-index-investors/ Wed, 22 Jan 2025 05:47:55 +0000 https://fundselectorasia.com/?p=37261

Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.

The post Report: Hidden costs are adding up for index investors appeared first on Fund Selector Asia.

]]>
37261
The role of the boutique in a world where passive is king https://fundselectorasia.com/the-role-of-the-boutique-in-a-world-where-passive-is-king/ Tue, 21 Jan 2025 03:33:00 +0000 https://fundselectorasia.com/?p=37254

Is the rise of passive investing a challenge or opportunity for boutique asset managers?

The post The role of the boutique in a world where passive is king appeared first on Fund Selector Asia.

]]>
37254
Report: GFIs are unanimously overweight US equities https://fundselectorasia.com/report-institutions-are-unanimously-overweight-us-equities/ Mon, 20 Jan 2025 04:31:35 +0000 https://fundselectorasia.com/?p=37237

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

The post Report: GFIs are unanimously overweight US equities appeared first on Fund Selector Asia.

]]>
37237
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government https://fundselectorasia.com/pictets-ramjee-corporate-bonds-paradoxically-safer-than-government/ Fri, 17 Jan 2025 01:37:00 +0000 https://fundselectorasia.com/?p=37231

Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.

The post Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government appeared first on Fund Selector Asia.

]]>
37231
Pimco: Bonds look attractive under Trump uncertainty https://fundselectorasia.com/pimco-bonds-look-attractive-under-trump-uncertainty/ Thu, 16 Jan 2025 06:02:18 +0000 https://fundselectorasia.com/?p=37218

Rising market uncertainty could boost returns for fixed income investors, says the asset manager.  

The post Pimco: Bonds look attractive under Trump uncertainty appeared first on Fund Selector Asia.

]]>
37218
Principal AM: Investors should consider global diversification https://fundselectorasia.com/principal-am-investors-should-consider-global-diversification/ Wed, 15 Jan 2025 04:40:32 +0000 https://fundselectorasia.com/?p=37203

The asset manager is less constructive on US equities compared with most of its peers.

The post Principal AM: Investors should consider global diversification appeared first on Fund Selector Asia.

]]>
37203
Janus Henderson sees good news ahead for active investors https://fundselectorasia.com/janus-henderson-sees-good-news-ahead-for-active-investors/ Wed, 15 Jan 2025 01:30:00 +0000 https://fundselectorasia.com/?p=37204

There is more to equities than the Magnificent 7, argues the asset manager.

The post Janus Henderson sees good news ahead for active investors appeared first on Fund Selector Asia.

]]>
37204
BlackRock flags 3 triggers which would flip its bullish stance https://fundselectorasia.com/blackrock-flags-3-triggers-which-would-flip-its-bullish-stance/ Tue, 14 Jan 2025 06:40:27 +0000 https://fundselectorasia.com/?p=37199

The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.

The post BlackRock flags 3 triggers which would flip its bullish stance appeared first on Fund Selector Asia.

]]>
37199
Schroders backs Asian equities https://fundselectorasia.com/schroders-backs-asian-equities/ Mon, 13 Jan 2025 03:12:00 +0000 https://fundselectorasia.com/?p=37193

Private banks and unloved Hong Kong stocks are among the asset managers picks.

The post Schroders backs Asian equities appeared first on Fund Selector Asia.

]]>
37193
Eastspring: focus on Asia dividend payers https://fundselectorasia.com/eastspring-focus-on-asia-dividend-payers/ Thu, 09 Jan 2025 04:42:00 +0000 https://fundselectorasia.com/?p=37168

A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.

The post Eastspring: focus on Asia dividend payers appeared first on Fund Selector Asia.

]]>
37168