As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.

The post Global equities: BNY Investments versus Morgan Stanley appeared first on Fund Selector Asia.

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

The post Is the end of the Magnificent Seven nigh? appeared first on Fund Selector Asia.

Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.

The post The FSA Spy market buzz – 8 November 2024 appeared first on Fund Selector Asia.

Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.

The post Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps appeared first on Fund Selector Asia.

Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.

The post LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’ appeared first on Fund Selector Asia.

The Swiss private bank has also downgraded its outlook on Japanese equities amid the recent sell-off.

The post UBP turns defensive amid global sell-off appeared first on Fund Selector Asia.