Industry views Archives - Fund Selector Asia https://fundselectorasia.com/category/industry-views/ Thu, 23 Jan 2025 07:58:57 +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 Industry views Archives - Fund Selector Asia https://fundselectorasia.com/category/industry-views/ 32 32 Deutsche Bank CIO: Asia will be the engine of global growth in 2025 https://fundselectorasia.com/deutsche-bank-cio-asia-will-be-the-engine-of-global-growth-in-2025/ Thu, 23 Jan 2025 04:09:29 +0000 https://fundselectorasia.com/?p=37268

The high growth momentum will have a positive impact on corporate profits in the region.

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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.

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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?

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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.

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Julius Baer forecasts high single-digit returns for 2025 https://fundselectorasia.com/julius-baer-forecasts-high-single-digit-returns-for-2025/ Mon, 20 Jan 2025 03:40:22 +0000 https://fundselectorasia.com/?p=37235

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

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UBP: Expect another leg higher in yields https://fundselectorasia.com/ubp-expect-another-leg-higher-in-yields/ Fri, 17 Jan 2025 06:44:55 +0000 https://fundselectorasia.com/?p=37230

The Swiss private bank is bearish on longer duration bonds and credit.

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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.

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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.  

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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.

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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.

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