Fund Selector Asia

Last Word Media provides insights and analysis tailored specifically for the Asian fund selector community. Our content is carefully curated and created by our teams based in Hong Kong and Singapore.

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5 Hong Kong equity funds up over 20% year-to-date

2 weeks ago | fundselectorasia.com | Abraham Darwyne

Stocks listed in Hong Kong appear to be entering into a bull market after rallying over 20% year-to-date, despite the looming uncertainty over tariffs. The recent rally comes after years of consolidation following a prolonged bear market. Hong Kong stocks are still down over 20% from the peak in February of 2021. But in the past six months, Hong Kong’s equity market has been boosted by a jump in IPO market activity, with a significant increase in larger deals.
AllianzGI’s Tobias Pross hopes to double private markets AUM

2 weeks ago | fundselectorasia.com | Abraham Darwyne

Allianz Global Investors is aiming to double its private markets assets under management (AUM) over the next decade. The firm’s chief executive officer Tobias Pross said at the Bloomberg Invest conference in Hong Kong on Wednesday that he aims to reach up to $200bn in private markets AUM. AllianzGI currently manages over $610bn of assets, of which around $110bn are invested in private markets, according to Pross.
Standard Chartered CIO: Investors are massively underweight US assets

2 weeks ago | fundselectorasia.com | Abraham Darwyne

After years of continued US dollar strength, the currency has declined some 10% year-to-date, as measured by the US dollar index (DXY). This decline was exacerbated by the uncertainty brought about by President Trump’s tariff announcements in April, prompting global investors to start rethinking their US exposure.
Jupiter onboards GAM European equity team

2 weeks ago | fundselectorasia.com | Christian Mayes

European equity fund manager trio Niall Gallagher, Chris Sellers and Chris Legg (pictured left-to-right) have completed their move to Jupiter Asset Management from GAM Investments. The team, who announced their departure from GAM in November 2024, led the firm’s European equities franchise for 15 years. Gallagher has been at GAM since 2009, while Sellers joined in 2014 and Legg became part of the team in 2017.
Allspring flags 3 major risks to markets

2 weeks ago | fundselectorasia.com | Abraham Darwyne

Before tariffs were suddenly shoved into the centre of investors’ minds, a soft landing for the US and global economy looked to be well established. But US growth has turned negative in the first quarter of the year and consumer inflation expectations have risen sharply since tariffs were announced. As such, a US tariff-induced inflation spike was cited as a top risk to markets by Allspring as it warns that US inflation expectations could rise sharply over the next year.
GMO: Quant-driven bond investing is a “ripe” opportunity

2 weeks ago | fundselectorasia.com | Abraham Darwyne

The US investment grade (IG) bond market has evolved to become a “fertile opportunity” for systematic strategies, according to fixed income portfolio managers at GMO. Since the global financial crisis in 2009, the US IG market has seen the number of bonds issued increase by 147%, and the number of issuers increase by 65%.
Capital Group agrees distribution deal with Bank of Singapore

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.
5 non-US funds outperforming the S&P 500 index

3 weeks ago | fundselectorasia.com | Abraham Darwyne

After several years of US stocks outperforming, other major equity markets are outpacing the S&P 500 index year-to-date. Global stocks more broadly, as measured by the MSCI World index, have outperformed US stocks by almost 5% so far this year. Although the index has a 71% weighting to US companies, other developed markets such as Europe and Japan have lifted its relative performance. The US dollar, as measured by the US Dollar Index (DXY), has declined some 10% from its peak in January.
William Blair says EM investment case is now more complex

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.
Newton IM cuts global head of sustainable investment role

3 weeks ago | fundselectorasia.com | Natalie Kenway

Further cuts have been made at Newton Investment Management including the role of global head of sustainable investment and several fund manager roles. The group confirmed Therese Niklasson, global head of sustainable investment, has left the group and confirmed her role will not be replaced. “We can confirm Therese Niklasson will be leaving Newton Investment Management,” a statement said. “Sustainable investment research remains an integrated part of Newton’s investment process.