Don’t confuse a fund manager’s charisma with performance. Despite the hype, data show most star fund managers underperform.

Some fund managers concerned ‘that the White House is not acting rationally, but rather on ideology. And some even fear that this may not even be ideology’

The finance industry struggles to distinguish between populists and technocrats on the Right. It is costly.

The finance industry struggles to distinguish between populists and technocrats on the Right. It is costly.

Streamline email automation and CRM integration for fund managers with HubSpot, ensuring compliance, data security, and personalized communication in one centralized platform.

Investor sentiment regarding economic prospects is the most negative in three decades, yet fund managers’ pessimism isn’t fully reflected in their asset allocation which could mean more losses for US ...

FE fundinfo's Helen Slater analyses the criticism of SFDR and how it needs to improve accessibility and investor relevance

Private credit is poised to become the fastest-growing strategy in European alternative investments over the next 12–18 months

Further cuts include the role of global head of sustainable investment and several fund manager roles.

Fund managers are treating climate-related matters with increasing seriousness, but progress on DEI is more sluggish

Panellists at a recent IA forum discussed the proposed changes to the FRC UK Stewardship Code

Investing.com-- Asian fund managers turned more optimistic over the economic outlook amid cooling investor concern over the economic impact of U.S. President Donald Trump’s trade tariffs, a Bank of America survey showed. BofA said its survey of about 222 Asian fund managers, who control a total $587 billion in assets under management, showed 70% of participants seeing only a slightly negative impact on Asian markets and economies from Trump’s tariffs. The survey was conducted between June 6 and June 12. The positive outlook was driven chiefly by lingering hopes for a trade deal and persistent monetary easing by major global central banks. Expectations of an improvement in corporate earnings also drove optimism, while investors were encouraged by signs of stability in China’s growth outlook, BofA said. Among individual countries, BofA said its survey found Japan to be the most favourite market “by a distance,” followed by Taiwan and South Korea, while India was in the fourth spot. Optimism over Japan was driven by increasing favorability towards banks, which stand to benefit from higher interest rates, while semiconductors were also favored. Taiwan and Korea are benefiting from resurgent semiconductor demand, BofA said, while Korea is also benefiting from optimism around its new government. China dropped in preference to the fifth spot in BofA’s survey, followed by Australia, and Thailand. Among sector preferences, BofA said fund managers were biased towards semiconductors, software, tech hardware, and banks, in Asia ex-Japan. Investors were wary of materials, energy, industrials, and real estate. In China, AI and chips remained the most favored themes, while in India, investors were geared towards consumption and infrastructure, while shifting away from IT services.

Investing.com - Fund managers covering Latin America are showing increased conviction on Brazil’s Ibovespa index, with 83% of respondents in Bank of America’s latest survey expecting the benchmark to exceed 140,000 points, up from 66% in the previous month’s survey. The survey, conducted before the U.S. government announced a 50% blanket tariff on Brazilian goods, reveals that most fund managers expect Brazil to outperform Mexico over the next six months. Participants also indicated that investors will likely begin positioning for Brazil’s elections in the fourth quarter of 2025, earlier than the first half of 2026 timeframe previously anticipated. Economic growth expectations for Brazil have moderated, with most respondents now projecting 2025 GDP growth in the 1%-2% range, down from the 2%-3% range in earlier forecasts. This slowdown aligns with Bank of America’s view of an ongoing deceleration, though the bank maintains a more optimistic 2.5% growth forecast for 2025. The economic cooling has strengthened the case for monetary easing, with 43% of survey participants now expecting interest rate cuts before the end of this year. None of the respondents anticipate further rate hikes in Brazil. Bank of America analysts predict the Brazilian central bank will implement a 50 basis point cut in December 2025, positioning themselves ahead of the market consensus on the timing of monetary easing. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.