Fund Selector Asia

1 day 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.

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.

2 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.

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.

3 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.