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1 month ago | 
fundselectorasia.com | Thomas Blott
It is difficult to reconcile sustainability with short-term investing, according to Rob Harley (pictured), senior portfolio manager at Stewart Investors. “For us, the two things dovetail quite nicely: a long-term approach and an emphasis on sustainability,” he said.
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1 month ago | 
fundselectorasia.com | Thomas Blott
Thailand is viewed as the “jewel” for Ken Lin (pictured), head of Hong Kong and southeast Asia intermediaries at Invesco. Multiple asset managers are increasingly putting a lot of focus on southeast Asia, particularly Thailand, to grow their businesses due to a combination of secular tailwinds such as demographics and growing wealth and regulatory developments. Banks in Thailand are partnering in Europe and are building out platforms that look somewhat similar to their Swiss counterparts.
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1 month ago | 
fundselectorasia.com | Thomas Blott
Wellington Management’s culture of innovation can be traced back more than half a century to the Daily Morning Meeting, a ritual enduring to this day in which portfolio managers, research analysts and staff from other functions discuss timely investment ideas. The purpose of the meeting has naturally evolved over the years as information has become a lot more accessible thanks to technological change, although its importance to Wellington’s culture has not.
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1 month ago | 
fundselectorasia.com | Thomas Blott
Jupiter Asset Management has received a capital markets services licence in Singapore and is in the midst of preparing to register some of its UCITS funds for distribution to retail investors, the firm’s head of Asia and CEO for Singapore, Madeline Han (pictured), told FSA.
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1 month ago | 
fundselectorasia.com | Thomas Blott
Nordea Asset Management has registered five sub-funds from its Nordea 2 UCITS fund range as restricted funds in Singapore. The list comprises the Global Enhanced Equity, Global Responsible Enhanced Equity, Global Developed Responsible Enhanced Equity, Technology Enhanced Equity and US Enhanced Equity funds. All of the sub-funds fall under Nordea AM’s BetaPlus strategy, which seeks to enhance returns beyond traditional passive investing.
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2 months ago | 
fundselectorasia.com | Thomas Blott
PGIM is increasingly viewed as “a brand on the rise” in Asia as it is in the process of rolling out its intermediary business in the region, according to Matt Shafer, head of international distribution at PGIM. PGIM, which has a long pedigree in its institutional business outside the US and an extensive history in its US intermediary business, is a relatively latecomer to the intermediary business outside the US.
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2 months ago | 
fundselectorasia.com | Thomas Blott
Nikko Asset Management and Tikehau Capital have announced the incorporation of Tikehau Amova Investment Management, their joint venture focused on developing private asset investment strategies for Asia. Based in Singapore, Tikehau Amova was incorporated towards the end of last year. The licensing application was made to the Monetary Authority of Singapore in early 2025, with the launch subject to regulatory approval.
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2 months ago | 
fundselectorasia.com | Thomas Blott
India’s valuation premium compared with other emerging markets is justified, despite the recent stock market slowdown, more lacklustre economic growth and foreign investor outflows, according to Eastspring Investments. “India’s valuation premium can be justified if one considers a few factors. A key point is that India’s return on equity (ROE) is amongst the highest.
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2 months ago | 
fundselectorasia.com | Thomas Blott
Ninety One has appointed Leong Kae Xiang as director, with a focus on infrastructure debt. He is based in Singapore. In this new role, he will responsible for originating, structuring and executing infrastructure debt transactions across south and southeast AsiaPrior to joining Ninety One, Leong was director for the client coverage group at Clifford Capital. He previously worked at Sumitomo Mitsui Banking Corp and CTBC Bank.
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2 months ago | 
fundselectorasia.com | Thomas Blott
Abrdn’s China Financial Conditions Index (CFC) has hit a 10-year high, suggesting that policy loosening, which began last September, is likely to continue to provide a tailwind in 2025. The UK-headquartered asset manager said that the CFCI closed 2024 at 2.1, with its previous record over the past decade being 1.6 in January 2016.
