The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Author Archives: Abraham Darwyne
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
Asian equity funds overtake global markets
A rise in China, India and Taiwan markets has helped propel Asia ex Japan equity funds ahead of their global peers on a trailing six-month basis, according to data from FE fundinfo.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
The funds riding the China rebound
After a record-setting rally in Chinese equity markets, FSA looks at how China-focused equity funds have fared over the past month.
HSBC AM’s head of multi asset sees market volatility looming
Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
Robeco’s Wim-Hein Pals: Valuations in India are “outrageous”
The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
