An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
Author Archives: Abraham Darwyne
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
Invesco: Investors need to be selective in India
There are reasons to be bullish despite the recent correction in Indian equities.
JP Morgan AM: Japan is still under researched
“We have never felt so excited about the outlook for Japan as we do at the moment” said JPMorgan Japan fund manager Nicholas Weindling.
HKIFA appoints Stephen Po as honorary adviser
The newly created role is to enhance the connectivity between Hong Kong and Mainland China.
Principal Financial Group names Deanna Strable as new CEO
Strable takes over from Dan Houston who will continue as executive chair.
Five funds that have soared after the ‘Trump Trade’
FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
Prudential names new PGIM CEO
Former Morgan Stanley executive Jacques Chappuis will take over as chief executive officer of PGIM on 1 May 2025.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Muzinich & Co hires new Asia head of intermediaries and wealth
A former PGIM and Wellington veteran Sashi Nambiar has been appointed to the newly created role at Muzinich & Co.
