Featured insight Focusing on quality: the key to our approach in global emerging markets 09 May, 2025 4 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go Asia Pacific Equities: Fund Manager Q&A In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 16 April, 2024 Video 13 mins Moving forward on ESG At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 21 June, 2023 Article 5 mins Travelling with companies on their ESG journeys At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 13 June, 2023 Article 3 mins Japan equities: Renewed optimism after visiting companies In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed. 12 May, 2023 Article 8 mins Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins Riding out volatility with quality companies There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so. 27 June, 2022 Article 15 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Japan - Client Update In our last client update in February 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks1 — even though we had anticipated a sector rotation in the market (the TOPIX subsequently peaked in March 2021). 23 October, 2021 Article 16 mins Tackling the issues of an ageing population with automation and technology services With one of the oldest populations in the world, Japan has been planning for a future with fewer workers and more retirees for sometime. 11 October, 2021 Article 6 mins Japan - Land of Hidden Gems What are some of the biggest misconceptions about Japan? Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. 30 September, 2021 Article 17 mins Previous page 1 2 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go Asia Pacific Equities: Fund Manager Q&A In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 16 April, 2024 Video 13 mins Moving forward on ESG At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 21 June, 2023 Article 5 mins Travelling with companies on their ESG journeys At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 13 June, 2023 Article 3 mins Japan equities: Renewed optimism after visiting companies In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed. 12 May, 2023 Article 8 mins Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins Riding out volatility with quality companies There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so. 27 June, 2022 Article 15 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Japan - Client Update In our last client update in February 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks1 — even though we had anticipated a sector rotation in the market (the TOPIX subsequently peaked in March 2021). 23 October, 2021 Article 16 mins Tackling the issues of an ageing population with automation and technology services With one of the oldest populations in the world, Japan has been planning for a future with fewer workers and more retirees for sometime. 11 October, 2021 Article 6 mins Japan - Land of Hidden Gems What are some of the biggest misconceptions about Japan? Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. 30 September, 2021 Article 17 mins Previous page 1 2 Next page
Asia Pacific Equities: Fund Manager Q&A In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 16 April, 2024 Video 13 mins
Moving forward on ESG At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 21 June, 2023 Article 5 mins
Travelling with companies on their ESG journeys At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters. 13 June, 2023 Article 3 mins
Japan equities: Renewed optimism after visiting companies In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed. 12 May, 2023 Article 8 mins
Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins
Riding out volatility with quality companies There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so. 27 June, 2022 Article 15 mins
How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins
Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins
Japan - Client Update In our last client update in February 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks1 — even though we had anticipated a sector rotation in the market (the TOPIX subsequently peaked in March 2021). 23 October, 2021 Article 16 mins
Tackling the issues of an ageing population with automation and technology services With one of the oldest populations in the world, Japan has been planning for a future with fewer workers and more retirees for sometime. 11 October, 2021 Article 6 mins
Japan - Land of Hidden Gems What are some of the biggest misconceptions about Japan? Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. 30 September, 2021 Article 17 mins
Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
