Luigi Vignola, head of of markets and advisory solutions Asia at the private bank, is eyeing the potential impact of the merger of Janus Capital and Henderson Global Investors on their funds.
The deal will give the two fund firms more consistency and scale – which they will badly need in an increasingly tough environment for active managers, say industry observers.
Richard Weil believes worried US investors will increasingly seek to put their money to work overseas, mirroring Janus Capital’s own need to diversify.
American small- and mid-cap stocks can potentially offer emerging market-level returns and more US-focused exposure than large caps, says Nick Thompson of Janus Capital.