Investors

• ISS e Glass Lewis sostengono la risoluzione degli azionisti a causa dei timori sul potere esercitato da Jamie Dimon, che ricopre entrambi i ruoli • Gli investitori di JP Morgan sono stati esortati a votare a favore della scissione del ruolo di amministratore delegato e di presidente della banca più grande d'America, tra i timori per il potere esercitato dal suo boss miliardario Jamie Dimon. • ISS e Glass Lewis, che forniscono consulenza ad alcuni dei più grandi gestori di fondi al mondo su come votare nelle assemblee annuali degli investitori, hanno dato il loro sostegno a una risoluzione degli azionisti che garantirebbe che due persone diverse ricoprano le cariche di presidente e amministratore delegato "il prima possibile".

• Syfe, a regional investment platform, announced it has reached $10 billion in assets under management, marking significant growth in the Asia-Pacific investment sector as of May 2026. • The platform reported a threefold increase in trading activity, driven by investors shifting away from US-only portfolios to explore broader geographic exposure and diversified investment strategies. • The milestone reflects growing investor appetite for digital wealth management solutions in Asia and indicates expanding confidence in regional investment opportunities beyond traditional US-focused strategies.

• Market participants are repositioning portfolios toward companies with strong pricing power and defensive characteristics as geopolitical tensions in the Middle East persist. • Artificial intelligence-related equities continue attracting investor attention as a growth hedge against macroeconomic uncertainty. • The investment rotation reflects concerns about inflation persistence and the need for portfolio resilience in volatile market conditions.

• Yaron Elad and Elik Etzion, along with US partner Gurinder Sidhu, launched AlphaDrive, a $100 million investment fund focused on cybersecurity and AI with a unique investment model. • The founding partners bring a track record of 22 exits in cybersecurity investments generating approximately $2.5 billion in combined value. • The fund represents a strategic pivot toward investing at the convergence of cybersecurity and artificial intelligence, reflecting market trends following recent high-profile AI security incidents.

• Foreign institutional investors (FIIs) have sold Indian stocks on 150 out of the past 240 trading days, reflecting a sustained outflow trend over the last several months. • The selling pressure is attributed to rising oil prices, rupee weakness, and elevated US bond yields, which have made emerging market assets less attractive relative to US fixed income. • This persistent FII exit contrasts with India's overall attractiveness as a global investment destination and poses near-term headwinds for equity valuations.

• Young investors in Singapore are increasingly allocating funds to domestic stocks as a safe haven during volatile global markets. • The trend reflects a search for stability amid uncertainties in international equities and broader economic pressures. • Local market resilience draws this demographic, potentially boosting Singapore's exchange volumes and liquidity.

• Market experts identify fundamentally strong value stocks as attractive investment opportunities following recent market corrections driven by geopolitical tensions and crude oil price volatility. • Analysts recommend disciplined investors focus on quality companies trading at depressed valuations rather than panic-driven selling, viewing current market weakness as potential entry points for long-term wealth creation. • Selective turnaround stocks and NBFC sector opportunities are highlighted as potential beneficiaries of market recovery, with emphasis on portfolio construction based on fundamental strength rather than technical indicators.