PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Author Archives: Abraham Darwyne
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
Five funds for a China bull market
FSA looks at the top performing funds of the previous two Chinese equity bull markets
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
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.
