Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Author Archives: Abraham Darwyne
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
Five underperforming fund giants that have bounced back
FSA highlights five giant global equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
Corporate governance in Asia has been neglected by markets: abrdn
Governance issues are being overlooked relative to the rising focus on sustainability issues.
Four funds set for three years of consecutive top ranked performance
FSA highlights the international equity funds that are on track to deliver three back-to-back years of top-ranked performance.
Bonds aren’t adequately pricing liquidity risk: Amundi’s Duensing
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
Biotech sector is ripe with alpha: Janus Henderson
The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.