Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
Asset managers
-
AI trade entering more selective phase, says Man Group portfolio manager
Investors are beginning to distinguish between winners and losers across the technology sector, according to Man Group’s Sumant Wahi.
-
Gold beyond the cyclical narrative – Schroders
The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.
-
Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
-
BlackRock’s Wei Li: We are still early in AI supercycle
Artificial Intelligence is helping drive an unprecedented breakout in US GDP growth and “extraordinary” earnings growth, according to BlackRock’s global chief investment strategist.
-
Aberdeen’s MyFolio range increases allocations to infrastructure, real estate and short-dated bonds
Structural drivers underpin demand in global infrastructure and real estate, as equity return assumptions move lower, said Aberdeen Investments.
-
MSIM: Asia sits at the core of the token economy
Asia is at the meeting point of capital, compute, talent, and algorithms, and where every token the world consumes ultimately has to be made, says Morgan Stanley Investment Management’s Jitania Kandhari.
-
JPMAM takes pro-risk tilt in multi-asset portfolios
Earnings momentum should support markets, says JP Morgan Asset Management’s Sylvia Sheng.
-
TRP: Emerging market equity set up is compelling
There is a disconnect between fundamentals and valuations in emerging market equities, according to T. Rowe Price’s Agnes Ng.
-
Fidelity International: Beware of shifting equity bond correlations
Investors should prepare for more bouts of positively correlated equity and bond moves, according to Matthew Quaife, global head of multi asset investment management at Fidelity International.
-
Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
-
Healthcare strategies draw tentative interest amid tech rally
Healthcare’s defensive qualities and non-discretionary demand make it more relevant than ever, according to asset managers.
-
T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
-
Schroders: Investors boost diversification as 85% fear greater market volatility
Roughly 50% of respondents in Schroder’s Global Investor Insight survey said they were concerned about a downturn or recession.
-
Aberdeen’s McCabe: Asia IG bonds offer ‘compelling risk-adjusted value’
Aberdeen Investments’ head of Apac fixed income, Adam McCabe, prefers high-quality, short-duration bonds.
-
China AMC CEO: Deposit migration is biggest opportunity of decade
Chinese consumer savings migrating into investment products will be a huge opportunity for asset managers, according to Yimei Li, chief executive officer of China Asset Management Company.
-
Elevated volatility likely under a Fed led by Warsh
The next decade could be very different from the low-volatility environment that followed the global financial crisis.