Cherry Reynard, Author at Fund Selector Asia https://fundselectorasia.com/author/cherry-reynard/ Tue, 21 Jan 2025 06:33:34 +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 Cherry Reynard, Author at Fund Selector Asia https://fundselectorasia.com/author/cherry-reynard/ 32 32 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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Analysis: What does 2025 hold for fixed income? https://fundselectorasia.com/analysis-what-does-2025-hold-for-fixed-income/ Tue, 14 Jan 2025 04:37:37 +0000 https://fundselectorasia.com/?p=37196

After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?

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Analysis: Is the game up for active management? https://fundselectorasia.com/analysis-is-the-game-up-for-active-management/ Wed, 08 Jan 2025 02:54:48 +0000 https://fundselectorasia.com/?p=37157

Active funds have suffered underperformance and investor outflows.

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Analysis: The key questions for asset allocators in the year ahead https://fundselectorasia.com/analysis-the-key-questions-for-asset-allocators-in-the-year-ahead/ Wed, 18 Dec 2024 03:11:00 +0000 https://fundselectorasia.com/?p=37097

The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.

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Is the gold price rally about to end? https://fundselectorasia.com/is-the-gold-price-rally-about-to-end/ Fri, 13 Dec 2024 03:22:59 +0000 https://fundselectorasia.com/?p=37078

The asset class has been hit by uncertainty, despite performing well for the majority of 2024.

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Is the end of the Magnificent Seven nigh? https://fundselectorasia.com/is-the-end-of-the-magnificent-seven-nigh/ Tue, 26 Nov 2024 01:20:00 +0000 https://fundselectorasia.com/?p=36961

Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.

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Analysis: Is fixed income too expensive? https://fundselectorasia.com/analysis-is-fixed-income-too-expensive/ Wed, 16 Oct 2024 01:07:00 +0000 https://fundselectorasia.com/?p=36652

Concerns have started to emerge on valuations.

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Active vs passive: What can investors expect as confidence wanes in magnificent seven? https://fundselectorasia.com/active-vs-passive-what-can-investors-expect-as-confidence-wanes-in-magnificent-seven/ Tue, 24 Sep 2024 00:31:00 +0000 https://fundselectorasia.com/?p=36523

The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.

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Could lower interest rates boost the case for real assets? https://fundselectorasia.com/could-lower-interest-rates-boost-the-case-for-real-assets/ Tue, 03 Sep 2024 03:54:18 +0000 https://fundselectorasia.com/?p=36396

Strong August for the asset class has reminded investors of its strength as a diversifier.

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How to invest in an interest rate falling world https://fundselectorasia.com/how-to-invest-in-an-interest-rate-falling-world/ Mon, 26 Aug 2024 03:52:16 +0000 https://fundselectorasia.com/?p=36326

Many of the areas that have come under pressure as rates have risen may start to revive.

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