Portfolio Adviser, Author at Fund Selector Asia https://fundselectorasia.com/author/padviser/ Mon, 27 Jan 2025 06:37:13 +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 Portfolio Adviser, Author at Fund Selector Asia https://fundselectorasia.com/author/padviser/ 32 32 Morningstar: Trump’s tariff plan is the biggest wild card for US equities https://fundselectorasia.com/morningstar-trumps-tariff-plan-is-the-biggest-wild-card-for-us-equities/ Mon, 27 Jan 2025 01:15:00 +0000 https://fundselectorasia.com/?p=37291

The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.

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FundCalibre: Can financials surprise again in 2025? https://fundselectorasia.com/fundcalibre-can-financials-surprise-again-in-2025/ Tue, 14 Jan 2025 06:15:00 +0000 https://fundselectorasia.com/?p=37197 Citi pulls from JP Morgan for UHNW role

Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.

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CEO Stephen Bird to leave Abrdn https://fundselectorasia.com/ceo-stephen-bird-to-leave-abrdn/ Mon, 27 May 2024 01:49:09 +0000 https://fundselectorasia.com/?p=35698

Stephen Bird is replaced by current chief financial officer Jason Windsor on an interim basis while the board looks for a permanent successor.

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Will the ‘Korea discount’ be closed by governance reforms? https://fundselectorasia.com/will-value-up-governance-reforms-address-the-korea-discount/ Tue, 21 May 2024 03:46:36 +0000 https://fundselectorasia.com/?p=35646

While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea

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HSBC AM head of world selection funds exits https://fundselectorasia.com/hsbc-am-head-of-world-selection-funds-exits/ Thu, 16 May 2024 03:23:07 +0000 https://fundselectorasia.com/?p=35620

Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin.

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Fixed-term bond funds double net inflows in 2023 https://fundselectorasia.com/fixed-term-bond-funds-double-net-inflows-and-launch-284-new-funds-in-2023/ Tue, 16 Apr 2024 03:05:00 +0000 https://fundselectorasia.com/?p=35377

Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.

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St. James’s Place updates asset allocations amid ‘soft landing’ base case https://fundselectorasia.com/st-jamess-place-updates-asset-allocations-amid-soft-landing-base-case/ Wed, 10 Apr 2024 06:13:44 +0000 https://fundselectorasia.com/?p=35347

The wealth manager's confidence in global high yield and global EM equities has lowered.

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A year on from the fall of SVB and Credit Suisse: US and European banks are diverging https://fundselectorasia.com/a-year-on-from-the-fall-of-svb-and-credit-suisse-us-and-european-banks-are-diverging/ Thu, 28 Mar 2024 04:26:12 +0000 https://fundselectorasia.com/?p=35273

A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.

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Robeco launches Emerging Markets ex-China Equities fund https://fundselectorasia.com/robeco-launches-emerging-markets-ex-china-equities-fund/ Wed, 27 Mar 2024 01:57:00 +0000 https://fundselectorasia.com/?p=35284

By eschewing China, the fund will allow investors to gain exposure to smaller emerging markets such as Korea, Taiwan and Brazil.

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The income-generating trust sector trading at ‘ridiculous discounts’ https://fundselectorasia.com/the-income-generating-trust-sector-trading-at-ridiculous-discounts/ Tue, 19 Mar 2024 01:55:31 +0000 https://fundselectorasia.com/?p=35232

Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.

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