Rupert Walker

Hong Kong

Freelance Contributor at Fund Selector Asia

Financial journalist in Asia

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Articles

Schroders: Gold still shines brightly

2 days ago | fundselectorasia.com | Rupert Walker

Gold’s long-term fundamentals were already looking positive, but President Trump is “super-charging” those trends by effectively rejecting the US role as reserve currency issuer, according to James Luke, fund manager, metals at Schroders. By proposing heavy tariffs based on the size of deficits, Trump is making it clear that the US wants balanced not free trade. It can also be viewed as a de-facto rejection of the US dollar-centric global monetary regime.
JPMAM backs a high income equity strategy

2 days ago | fundselectorasia.com | Rupert Walker

High-dividend stocks benefit from several tailwinds, according to Sam Witherow, a managing director who co-manages the JPMorgan Global Equity High Income fund. The strategy aims to generate a high level of income and achieve capital appreciation by allocating to top quality dividend-paying companies.
Northleaf closes infrastructure fund

3 days ago | fundselectorasia.com | Rupert Walker

Northleaf Capital Partners today announced the final closing of its latest infrastructure fund, Northleaf Infrastructure Capital Partners IV (NICP IV). The figure exceeds the target of $2.25bn and hits the fund’s hard cap of $2.6bn, according to a statement by the firm.
Partners Group buys Singapore-based Digital Halo

3 days ago | fundselectorasia.com | Rupert Walker

Partners Group, a global private markets firm, acting on behalf of its clients, has agreed to acquire Digital Halo Pte. Ltd. from its existing shareholders, including ARCH Capital. Digital Halo is a Singapore headquartered data center operator focused on Southeast and North Asia. Partners Group plans to initially commit around $400m alongside ARCH Capital, which will remain a minority shareholder, according to a statement by the group.
Schroders: bond opportunities amid panic selling

4 days ago | fundselectorasia.com | Rupert Walker

While current risks in bond risks have not been fully eliminated, the convergence of price correction and valuation in the bond markets represents both risks and opportunities, according to Swa Wu, investment director, fixed income, at Schroder Investment Management (Hong Kong). This makes it “a favourable time for medium- to long-term investment,” she said in a note today.
KPMG: Global PE suffers quarterly fall

4 days ago | fundselectorasia.com | Rupert Walker

Global private equity (PE) investment, including announced deals, closed deals, and completed deals have declined in the first quarter of this year. The total dropped to $444.9bn in Q1 2025 from $463.8bn in Q4 2024, according to KPMG’s Private Equity Pulse quarterly. Deal count declined more sharply, from 4,958 to 3,762, over the same period.
Peakhouse name new CEO amid office expansion

4 days ago | fundselectorasia.com | Rupert Walker

The multi-family office (MFO), Peakhouse, has appointed Berry Wong as group CEO, effective immediately. As group CEO, Wong will lead and unify the firm’s teams across three strategic hubs — Hong Kong, Chengdu, China, and Ho Chi Minh City, Vietnam — driving operations, regional expansion, and client-centric innovation, according to a statement by the MFO.
Lazard AM: Navigating market shifts through quantitative equity investment

1 week ago | fundselectorasia.com | Rupert Walker

The objective of Lazard’s investment process for its flagship Global Equity Advantage strategy is to maximize exposure to the most attractively ranked securities subject to strict risk controls on sector, beta, capitalization dispersion, and position size.
Syfe and BlackRock partner to offer private credit access in Singapore

1 week ago | fundselectorasia.com | Rupert Walker

Singapore-headquartered digital wealth platform Syfe is collaborating with BlackRock, the world’s largest asset manager, to provide accredited investors in Singapore access to its private credit strategy. Clients of Syfe, one of Asia Pacific’s largest digital investment platforms with over US $10bn in assets, will gain access to BlackRock’s US middle market direct lending strategy, part of a credit platform that currently oversees more than $63bn in assets globally as of 31 December.
Brown Advisory: Identifying leaders in volatile global markets

1 week ago | fundselectorasia.com | Rupert Walker

A global investment strategy focussed on top quality companies that offer exceptional services and/or products to their customers can deliver consistently high returns and provide protection against market downturns. “These companies are typically highly profitable, achieve a high return on invested capital (ROIC) and generate substantial cash flow,” said Susanne Linhardt, investment director at Brown Advisory.