Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Author Archives: Andrew Crooke
As a business journalist and editor for over 20 years, Andrew has far-reaching experience across financial services. For the majority of this time, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East – both for large publishing houses as well as family-run, entrepreneurial firms. Andrew has also written two books focused on the private banking and wealth management sector - "How to Prosper in the New World of Asian Wealth Management: A Best Practice Guide", and "Winning Relationships in Asian Wealth. Connect with him on LinkedIn here.
Fidelity urges selective approach to AI in China
China wants to accelerate the development of its own artificial intelligence technologies, but investors need to focus on how they can be monetised, says Fidelity International.
Barings sees stronger case for fixed income
Amid ongoing market volatility and uncertainty, Barings believes there are reasons to be more bullish about fixed income than some investors think.
Julius Baer eyes defensive, quality growth for equities exposure
The Swiss private bank sees pockets of opportunity in sectors which offer either defensive stocks in attractive markets or quality growth stocks such as IT and communications.
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
PineBridge pinpoints three ways to add alpha in equities
Secular themes including near-shoring, increasing factory automation and rising net-zero spending offer promising return opportunities going forward, says PineBridge Investments.
Digital investment platform bolsters Hong Kong team
Syfe hires from Schroders and UBS to accelerate the development of its all-in-one digital offering in Hong Kong.
BNY Mellon pursuing new approach to engagement
Asset managers should follow less conventional routes to see how companies are really addressing ESG concerns.
abrdn plots cautious path for portfolios
With recession looming across major economies, abrdn believes investors should heed calls for caution when making their allocations.
Investors eye value in mid-cap stocks
There is a growing case for US mid-cap stocks for those investors seeking exposure to value equities, according to AllianceBernstein (AB).
