Rupert Walker

2 weeks ago | fundselectorasia.com | Rupert Walker

Capital Group, an active investment manager with more than $2.8trn AUM has partnered with Bank of Singapore to distribute the Capital Group Multi-Sector Income fund (Lux) (“MSI”) to clients in its global network.  It is the first Capital Group fund made available to Bank of Singapore’s clients, according to a statement by the US asset manager.

3 weeks ago | fundselectorasia.com | Rupert Walker

Although the long-term fundamental investment case for emerging market (EM) equities remains unchanged, the structural deglobalisation trend and rising geopolitical risks means it is now more nuanced. “It’s increasingly important to focus on bottom-up alpha opportunities with a top-down overlay in order to invest in EM successfully going forward,” said Vivian Lin Thurston, partner at William Blair and portfolio manager for its emerging markets growth strategies.

3 weeks ago | fundselectorasia.com | Rupert Walker

A widening US fiscal deficit, a weakening dollar and erratic policy decisions in Washington are forcing global investors to find alternatives to US assets. Perhaps an unlikely option are Asia’s local currency bond markets, which typically offer insufficient yields to buffer sudden foreign exchange depreciation. But subdued inflation and higher real yields throughout most of the region combine to make a compelling case during a phase dramatically described as the “end of US exceptionalism”.

3 weeks ago | fundselectorasia.com | Rupert Walker

Coller Capital, a dedicated private market secondaries manager, today announced the launch of the Secondaries Institute, a new digital educational platform developed to support its growing private wealth secondaries solutions (PWSS) business. The platform provides wealth advisers and high-net-worth investors with structured content designed to deepen understanding of secondaries and support long-term portfolio construction, according to a statement by the firm.

3 weeks ago | fundselectorasia.com | Rupert Walker

Investors and savers are struggling with stock market volatility, geopolitical tension and macroeconomic uncertainty. These fears have been exacerbated by President Trump’s tariffs, ambiguous policy statements and speculation on the demise of US exceptionalism. Tariffs, especially, could negatively affect global economic growth in the medium- to long-term and could lead to higher inflation.