Abraham Darwyne

Freelance Journalist and Writer at Freelance

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Articles

How GMO’s $29bn Quality Strategy has managed to outperform for decades

2 weeks ago | fundselectorasia.com | Abraham Darwyne

The $29bn GMO Quality strategy is one of the few actively managed long-only strategies that has beaten MSCI World index in each calendar year for the past decade. Unlike most quality strategies that underperformed during the 2022 bear market, the strategy held up well. Even more impressively – it continued outperforming during the tech-driven rebound of 2023 and 2024.
Nomura launches five retail funds in Hong Kong

2 weeks ago | fundselectorasia.com | Abraham Darwyne

Nomura Asset Management has gained Securities and Futures Commission (SFC) approval to market five of its UCITS funds to retail investors in Hong Kong. The authorised funds include: the Nomura Japan Strategic Value Fund, the Nomura India Equity Fund, the Nomura Asia Ex Japan High Conviction Fund, the Nomura US High Yield Bond Fund and the Nomura Asia Investment Grade Bond Fund.
Utilities, K-pop and dividend funds resilient amid global market rout

2 weeks ago | fundselectorasia.com | Abraham Darwyne

Global equity markets have continued to sell-off after US president Trump imposed sweeping tariffs on the nation’s trading partners last week. Investors have been fleeing into safe havens such as gold and government bonds as the odds of a global recession start to climb. US equity markets were already on the brink of a correction before tariffs were announced, but the S&P 500 index is now approaching bear market territory given its 17% peak to trough decline.
Baillie Gifford: It's irresponsible for public investors to not have insight into private markets

3 weeks ago | fundselectorasia.com | Abraham Darwyne

Would Tesla come to public markets in today’s fundraising environment with a less than $3bn market capitalisation? The answer to that question is “probably not”, according to Baillie Gifford’s Ben James, a director and investment specialist for US equities at the investment manager. The growing trend of large and profitable businesses shunning public markets in favour of staying private is a major reason why Baillie Gifford is seeking to expand its growth equity business.
Sun Hung Kai & Co. names former Nuveen exec as CEO of Alts arm

3 weeks ago | fundselectorasia.com | Abraham Darwyne

Sun Hung Kai Capital Partners has named Kelvin Cheung as CEO effective 1 April, 2025, according to a statement from the firm.
Nikko AM launches Asia ex Japan ex China ETF in Singapore

3 weeks ago | fundselectorasia.com | Abraham Darwyne

Nikko Asset Management has launched the Amova MSCI AC Asia ex Japan ex China Index exchange-traded-fund (ETF) on the Singapore Exchange. The launch comes six months before the firm’s name change to Amova Asset Management becomes official on 1 September, 2025. The ETF will track the MSCI AC Asia ex Japan ex China Index, providing exposure to large and midcap companies in both developed and emerging markets in Asia, excluding Japan and China.
GAM and Gramercy partner for EM debt strategies

3 weeks ago | fundselectorasia.com | Abraham Darwyne

GAM Investments and Gramercy Funds Management have announced a strategic partnership to provide GAM clients with access to Gramercy’s emerging market (EM) debt strategies. Gramercy will become the delegate investment manager for all of GAM’s EM debt investment strategies, subject to regulatory approvals. The partnership comes as Paul McNamara, GAM’s investment director for EM debt, has decided to retire.
Wellington CEO: The single riskiest asset class could be the S&P 500 index

3 weeks ago | fundselectorasia.com | Abraham Darwyne

Although the S&P 500 index continues to inch closer towards correction territory, the widely tracked gauge of US stocks still remains highly exposed to one sector. “The single riskiest asset class could still be the S&P 500 index,” said Wellington Management CEO and managing partner Jean Hynes at a private wealth session at the HSBC Global Investment Summit last week.
TT International: Investors need to rethink EM debt framework

4 weeks ago | fundselectorasia.com | Abraham Darwyne

The combination of a deteriorating macro picture in the US and an improving macro story in emerging markets will prove to be a tailwind for the asset class. This is the view of Jean-Charles Sambor, head of emerging markets (EM) debt at TT International, who told FSA in an interview that global investors need to rethink their framework when it comes to EM debt.
Fidelity International: China is well suited for value investing

4 weeks ago | fundselectorasia.com | Abraham Darwyne

Throughout his career, Nitin Bajaj, portfolio manager of the Fidelity International China Focus Equity Strategy, has had a consistent investment approach that remains unchanged in any market environment: “I look for good businesses run by competent people and buy them with a margin of safety,” he said.