Abraham Darwyne, Author at Fund Selector Asia

UBS GWM: Asian AI beneficiaries have more potential than US tech

Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.

Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.

Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.

The Swiss private bank’s research institute will be led by former Goldman Sachs multi asset CIO Maria Vassalou.

As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.

The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.

The firm is launching the Manulife Defined Return fund to address these two “fixations”.

Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.

FSA highlights five actively managed funds with large overweight stakes in Nvidia.

Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.