Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Asset managers
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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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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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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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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.
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JPMAM: ‘mildly pro-risk’ on equities
JP Morgan Asset Management’s Sylvia Sheng is overweight equities for the next 12 to 18 months.
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Wellington Management: AI buildout will continue to catch investors off guard
But investors may have a good reason to be cautious about the recent beneficiaries of the artificial intelligence buildout.
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TT International: EM equities set for another leg of outperformance
Michael Tambue, investment specialist at TT International, explains why EM has more room to run in this Q&A with FSA.
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Lazard Asset Management: Small Cap stocks offer big potential
Small companies are at an inflection point, according to Antony Creighton, director, head of strategy, Asia ex-Japan at Lazard Asset Management.
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Federated Hermes: A contrarian view on Asia ex-Japan equities
Within Asia ex-Japan equities, the opportunity set has become differentiated, says James Cook, executive director, head of investment directors & specialists, Federated Hermes.
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TT International: Decoding EM debt in a new macro regime
Michael Tambue, investment specialist at TT International, explains where TT International sees opportunities in emerging market debt in this Q&A with FSA.