As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Author Archives: Abraham Darwyne
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Fidelity names new Apac head of insurance solutions
Fidelity has appointed former AIA, AXA veteran Pierre-Emmanuel Brard to bolster its insurance business in the region.
Five bond fund giants up double digits in 2023
FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Principal Asset Management appoints new CEO
Kamal Bhatia has been named president and CEO of Principal Asset Management, succeeding Pat Halter.
