The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
Author Archives: Abraham Darwyne
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Bank of Japan’s rate hike signals ’new horizon’ for Japanese equities
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
Citi names new Asia north & Australia head
Marc Luet has been appointed Asia north and Australia cluster and banking head, taking over from Angel Ng, who is retiring.
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Five top US funds that captured upside with limited downside
FSA highlights five top performing active US equity funds that have performed well during rising markets while also exhibiting limited downside capture.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
Franklin Templeton appoints new Japan head
Takashi Takamura will succeed Suguru Kuwahata as president and country head of Japan, effective 1 April.
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
