FSSA-the-longest-race.jpg

The longest race

What can the Tour de France teach us about investing? We explore why patience, discipline and a long-term mindset remain essential in markets increasingly driven by momentum and leverage.

  • 4 mins

Read more

FSSA-APAC-all-cap-landscape.jpg
Looking past near-term volatility, is China still an attractive investment destination? And looking outside of China, are there any growth opportunities in Asia?
  • Webcast
  • 19 mins
FSSA-temple-door.png
In the past two years, investors in China have faced challenges from policy reforms, Covid-19, and commodity price inflation.
  • Article
  • 12 mins
India subcontinent insight
That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 3 mins
FSSA-global-emerging-markets.jpg
Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Article
  • 10 mins
fssa-india-views-apr-2022.jpg
After a recent meeting in Mumbai with the top management of Mahindra & Mahindra (M&M), we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses.
  • Article
  • 3 mins
1014805968
The FSSA Singapore & Malaysia Growth strategy was renamed the FSSA ASEAN All Cap strategy in December 2021 to reflect a change in the portfolio’s mandate. The strategy is now able to invest in the broader Southeast Asia universe.
  • Article
  • 10 mins