Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
Author Archives: Abraham Darwyne
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.
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.
