The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
Author Archives: Abraham Darwyne
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
Gold funds surge as prices breach all-time highs
FSA looks at how gold funds available for distribution in Hong Kong and Singapore are performing as gold prices rally past all-time highs.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
Five funds on track for another year of top performance
FSA highlights five global equity funds with top ranked performance year-to-date after outperforming in 2023.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
Vontobel hires head intermediaries Asia from BlackRock wealth
Clarabelle Ho has been appointed head of intermediary clients Asia at the $258bn Swiss investment firm.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
Janus Henderson to buy private credit firm Victory Park Capital
The asset manager aims to grow its footprint in the private credit market.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.