Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Author Archives: Abraham Darwyne
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.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
China’s stimulus starts to take effect, latest GDP figure shows
Investment firms are encouraged by China’s latest Q3 GDP figures, which came in at 1.3% quarter over quarter versus 0.5% in Q2.
