The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.
Author Archives: Abraham Darwyne
Five top performing tech ETFs
FSA looks at the five best performing tech funds of the past 12 months available for distribution in Hong Kong and Singapore.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
Exclusive: Franklin Templeton to appoint new CIO at end of year
Senior vice president and director of portfolio management Jonathan Curtis is to take the reins as CIO of Franklin Equity Group at the end of the year.
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Asian assets could reprice as they decouple from the west: Allianz GI
As Asian inter-regional trade increases, lower currency volatility could cause Asian assets to reprice, according to Allianz GI’s CIO of Asia Pacific fixed income Jenny Zeng.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
Five top-performing emerging market equity funds
FSA looks at the five best performing emerging market equity funds of the past 12 months.
Apac real estate investment is under pressure despite economic recovery, report finds
Japan is an exception, where funds say it is the only Apac market where deals can be underwritten on a conventional basis.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.