Tom Aylott, Author at Fund Selector Asia https://fundselectorasia.com/author/tom-aylott/ Fri, 20 Dec 2024 04:41:27 +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 Tom Aylott, Author at Fund Selector Asia https://fundselectorasia.com/author/tom-aylott/ 32 32 The undervalued markets where managers are diversifying away from the US https://fundselectorasia.com/the-undervalued-markets-where-managers-are-diversifying-away-from-the-us/ Fri, 20 Dec 2024 02:39:00 +0000 https://fundselectorasia.com/?p=37124 Blackrock launches 'non-traditional' multi-asset fund

Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.

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Japanese small caps: Too many cooks https://fundselectorasia.com/japanese-small-caps-too-many-cooks/ Mon, 25 Nov 2024 03:18:00 +0000 https://fundselectorasia.com/?p=36959

Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.

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Is China at a turning point, or will it disappoint yet again? https://fundselectorasia.com/is-china-at-a-turning-point-or-will-it-disappoint-yet-again/ Mon, 30 Sep 2024 03:54:10 +0000 https://fundselectorasia.com/?p=36556

Managers are divided on what China’s bold new stimulus package means for the nation’s future.

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Global debt levels are concerningly high – an allocation to gold is essential https://fundselectorasia.com/global-debt-levels-are-concerningly-high-an-allocation-to-gold-is-essential/ Fri, 20 Sep 2024 00:04:00 +0000 https://fundselectorasia.com/?p=36501

The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.

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Is there any point investing in the US actively? https://fundselectorasia.com/is-there-any-point-investing-in-the-us-actively/ Tue, 27 Aug 2024 00:43:00 +0000 https://fundselectorasia.com/?p=36349

Few active funds come close to the high returns of the index trackers.

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Why managers are buying China again https://fundselectorasia.com/macro-matters-why-managers-are-buying-china-again/ Mon, 29 Jul 2024 04:08:07 +0000 https://fundselectorasia.com/?p=36124

Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.

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Is a new government the change in narrative UK equities need? https://fundselectorasia.com/is-a-new-government-the-change-in-narrative-uk-equities-need/ Mon, 08 Jul 2024 00:48:00 +0000 https://fundselectorasia.com/?p=35994

Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.

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The tech giants are facing an ‘existential event’ https://fundselectorasia.com/the-tech-giants-are-facing-an-existential-event/ Thu, 20 Jun 2024 02:47:00 +0000 https://fundselectorasia.com/?p=35890

Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.

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