Investors

• ISS en Glass Lewis steunen aandeelhoudersresolutie door zorgen over de macht van Jamie Dimon, die beide rollen bekleedt • Beleggers in JP Morgan zijn opgeroepen om voor te stemmen voor het scheiden van de functie van chief executive en voorzitter bij de grootste bank van Amerika, vanwege zorgen over de macht die de miljardair Jamie Dimon uitoefent. • ISS en Glass Lewis, die advies geven aan enkele van 's werelds grootste fondsbeheerders over hoe te stemmen tijdens jaarlijkse beleggersvergaderingen, hebben hun steun betuigd aan een aandeelhoudersresolutie die ervoor zou zorgen dat twee verschillende personen de functies van voorzitter en chief executive bekleden "zo spoedig mogelijk".

• 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.