Investment Insights 

FSSA Investment Managers - Asia Pacific Equities Update

May 2019

Although financial types everywhere seem to believe that things are absolutely dire, world-ending and the sky is about to fall on our heads, most of humanity have better lives now than in all of history. That is certainly so in the developed world. Prosperity, in our time, has yet again been underwritten by those clever technocrats at the world’s central banks.

FSSA Investment Managers - Asia Pacific Equities Update

August 2018

Since our last letter, there has been more activity in our Asia portfolios than usual. All change; and yet no change. In the real world, despite all the excitable commentary, it is worth remembering that nothing bad or too unexpected has happened. Earnings per share (EPS) growth has, if anything, been better than expected. All seems relatively calm for now, but there is a sense that the macro-plates are shifting. Our absolute returns remain respectable, while the relative gains are ticking along incrementally month-by-month.

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FSSA Investment Managers - Asia Pacific Equities Update

November 2017

It was John Templeton who famously skewered that old bull market hubris: “It’s different this time,” as the four most expensive words in the history of investment. But, it is different this time, isn’t it? Well, yes and no. The combination of all-time low interest rates, massive money printing and quiescent inflation is unique. It is different and has rolled on for much longer than we expected.

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FSSA Investment Managers - Asia Pacific Equities Update

January 2017

Our general cautious stance and positioning across our Asia Pacific portfolios have not changed very much at all over the last six-to-nine months. In our last review, we concluded that things were about to get messy. Are we now witnessing something of a revolution? In this latest update, we discuss recent ‘surprise’ political events and provide update on our Asia Pacific strategy.

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FSSA Investment Managers - Asia Pacific Equities Update

May 2016

In this latest update on Asia Pacific equities, we provide some insights into our current portfolio positioning and a performance review of the regional Asia Pacific funds.

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