Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Industry views
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Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
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Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration
Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.
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UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
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The unwinding of Japan’s ‘parent-child’ listings boosts value trade
Listed subsidiary takeouts have been a boom for active value managers in Japan betting on the unwinding of so-called ‘parent-child’ listings.
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Ninety One: Oil prices likely to stay elevated even after Hormuz opens
Countries caught off guard by the oil disruption will likely build oil reserves, boosting mid-term demand, according to Ninety One’s Paul Gooden.
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M&G expands Australia distribution team
Cameron Sinclair has been hired to lead the firm’s institutional distribution in Australia.
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Schroders builds out wealth team with hiring of family office veteran
Schroders Wealth Management has hired Sharon Sim as head of business development, Asia.
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Morningstar: The opportunity cost of ignoring the US is enormous
Large institutional asset owners identified concentration risk, sustainable investing and diversification as core themes for the year ahead.
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Hedge funds look for opportunities in China beyond AI
Hedge funds at the Sohn Investment Conference Hong Kong pitch China names outside of artificial intelligence.
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Capital Group favours high yield and sees solid economic growth driven by AI
Tight credit spreads are not a concern, according to Capital Group fixed income portfolio manager Damien McCann.
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Apac investors hold more than half of wealth in cash: Fidelity study
Asia Pacific retail investors are missing out on growth sitting mostly in cash, according to a Fidelity International study.
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HSBC’s Lina Lim: Art and finance are complementary disciplines
It is essential to keep pace with the rapid evolution of wealth management, says HSBC’s head of funds and discretionary, Lina Lim.
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Janus Henderson survey: barriers to using AI for investing
Two-thirds of investors are concerned about an AI bubble in the next 12 months, according to the Janus Henderson investor survey.
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Artemis’s Wolstencroft: ‘The investment world is full of storytellers’
The top-performing European fund manager explains why his average holding period is only about a year.
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BlackRock upgrades DM equities on AI-driven earnings
The BlackRock Investment Institute also downgraded high yield to neutral and DM government bonds to underweight.
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Wellington’s Sharp-Paul advises ‘recalibrating core portfolios’
The familiar playbook is giving way to a regime where multiple forces interact in less predictable ways, says Wellington Management’s Andrew Sharp-Paul.