Ben Hurley, Author at Top1000funds.com

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

It is critical for stakeholders in all nations to find nuanced ways to navigate rising tension between the US and China, and not “surrender agency to the interests of great powers who are much more interested in a zero sum game of ascendancy,” argues Professor Danny Quah from NUS.

Ben HurleyMarch 15, 2023

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

Investors in China need to look beyond the top-down narratives coming from foreign countries and media to dig up the true story of what’s really happening in the market, argued Lirong Xu, the Shanghai-based chief investment officer of Franklin Templeton Sealand Fund Management.

Ben HurleyMarch 15, 2023

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

Managing the rise of great power competition between the US and China, and not letting it “go off the rails,” is the epochal challenge of our day, according to former US National Security Council member Richard Falkenrath who is now head of geopolitics and chief security officer at Bridgewater Associates.

Ben HurleyMarch 14, 2023

FIS Singapore 2023

Appeal of cash will suck money from other asset classes in coming years

Cash is now a viable investment option for the first time in many years, and its appeal will draw money from other asset classes leading to poor performance both in financial assets and the real economy, according to Greg Jensen, co-chief investment officer at global investment management firm Bridgewater Associates.

Ben HurleyMarch 10, 2023

FIS Toronto 2024

Billions in dry powder waiting for signs of distress in real estate

The challenges currently outweigh the opportunities in many classes of real assets, and funds have billions in dry powder waiting for better deals, but strong fundamentals will ultimately prevail in the long term, said the head of asset manager Nuveen’s real assets business. The listed real estate sector was last year “trading at some of […]

Ben HurleyMarch 10, 2023

FIS Singapore 2023

60/40 may be ‘flipped around’ as fixed income appeal rises

After more than a decade of high-priced bonds, fixed income is now compensating investors more than many asset classes, argued Raymond Sagayam, chief investment officer, fixed income at Pictet Asset Management in the United Kingdom.

Ben HurleyMarch 9, 2023

Ben Hurley

The latest

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

FIS Singapore 2023

Appeal of cash will suck money from other asset classes in coming years

FIS Toronto 2024

Billions in dry powder waiting for signs of distress in real estate

FIS Singapore 2023

60/40 may be ‘flipped around’ as fixed income appeal rises

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