Noah Sees Hedge Fund Sales Surge as Investors Seek Uncorrelated Returns
Noah’s hedge fund platform recorded a rebound in inflows, reaching US$110 million in 2024 after a weak 2023. Momentum accelerated in 2025, with sales climbing to US$430 million—almost four times the prior year’s level. Carl Wong, Hong Kong CEO of Olive Asset Management, which runs Noah’s core global allocation platform, expects the surge to persist as investors chase uncorrelated assets. The trend reflects a broader shift toward volatility‑reducing strategies in Asia’s wealth‑management sector.
Why Unconstrained Bonds Matter Now for Asia’s Wealth Investors
BNP Paribas Asset Management’s global absolute‑return bond strategy is positioned as a core, evergreen solution for Asian wealth investors facing heightened market volatility and geopolitical uncertainty. The unconstrained mandate targets a soft 12‑month drawdown ceiling of ‑2.5 % while seeking positive returns in...
Pathway to Independence: Why a Wealth Manager Covering Taiwan Chose External Asset Management
Wealth manager Don Toh left major private banks to join Swiss‑Asia Financial Services as an external asset manager (EAM) in Singapore. He cites the need for unbiased, client‑first advice that traditional banks struggle to provide. Swiss‑Asia, licensed by the MAS,...
25+ Years of Quant Investing at Robeco: Tapping Into Small-Cap Opportunities with AI and Machine Learning
Robeco has introduced a new global small‑cap equity strategy that blends its 25‑year quant heritage with machine‑learning and alternative data. The AI‑driven model identifies non‑linear relationships and interaction effects, while remaining fully explainable and benchmark‑aware. Human portfolio managers oversee the...
Beyond the Headlines: Where Federated Hermes Sees Real Opportunity in the Asia Ex-Japan Region
Federated Hermes highlights a compelling investment case across the Asia ex‑Japan region, focusing on deep‑value opportunities in China, a multi‑year re‑rating in South Korea, and contrarian upside in Thailand. The firm points to record‑low price‑to‑earnings multiples in China, single‑digit P/E...
Reshaping Returns: Unconstrained Investing in the Age of AI
Legal & General (L&G) argues that an unconstrained fixed‑income approach is essential as AI‑driven hyperscalers flood the investment‑grade bond market. The authors highlight that major tech firms such as Alphabet, Apple, Amazon, Microsoft and Meta could raise 25% of AI‑related...
“Three-Year Hump”: Janus Henderson Asia CEO Warns of “Musical Chairs” In Frothy Talent Market
Janus Henderson Asia CEO Andrew Hendry warned that a "three‑year hump" in talent costs is looming as salary expectations surge and staff drift toward boutique firms. The frothy talent market is making skilled employees both scarce and pricey, forcing asset...
Iran’s Impact on Markets: Where There Is Volatility, There Is Opportunity
François Collet, CIO of DNCA, says the Iran conflict will act as a short‑term inflationary shock, lifting European inflation expectations above 3% and keeping U.S. inflation near 3.25% over the next year. He forecasts GDP growth could be trimmed by 10‑30...
Barclays Singapore Private Bank Chief Evonne Tan to Depart
Barclays Private Bank’s Singapore head, Evonne Tan, will leave the firm in the second quarter, ending a tenure that began in July 2021. Tan has overseen the bank’s private‑banking franchise across Singapore and broader Southeast Asia, guiding client acquisition and...
IAM that Skipped ‘Private Credit’ Sees AUM Surge Sixfold
Paragon Capital Management, an independent asset manager, has grown its assets under management sixfold to SGD 1.4 billion by the end of 2025, largely by avoiding private‑credit exposure. The firm attributes its success to a fee‑only, retrocession‑free model that aligns manager incentives...