Artificial intelligence (AI) and machine learning technologies have opened new ways to harvest data for insights, but human judgment is essential to the process, argues Goldman Sachs Asset Management’s Gary Chropuvka.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Mark Mobius, ESG activist
In his new fund, Mark Mobius plans to use his considerable clout to work directly with companies in emerging markets on improving their governance practices.
Hang Seng’s mainland JV eyes QDII scheme
The asset management joint venture of Hang Seng Bank intends to apply for quota under the qualified domestic institutional investor (QDII) programme, according to Rosita Lee, director of Hang Seng Investment Management and Hang Seng Qianhai Fund Management Company (HSQH).
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
Deutsche Bank sets high bar for Asia discretionary
Despite the woes of its parent bank, the firm aims to double Asia discretionary portfolio management assets in two years, said Tuan Huynh, head of discretionary portfolios for Asia-Pacific at Deutsche Wealth Management.
Uncovering China’s small caps
China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Citi pulls from JP Morgan for UHNW role
Continuing a structural reorganisation, Citi Private Bank has poached Timothy Morse to serve as global market manager for Thailand, Malaysia and Brunei.
Spotting defaults in HY portfolios
Defaults normally take a couple of years after the first warning signs and therefore can usually be predicted, said Vivek Bommi, European high yield and global high yield manager for Neuberger Berman. He explains some of the red flags and his approach to risk.
Upbeat Rothschild WM sees calm, not fear
Trade wars, geo-politics, asset bubbles, raging inflation and dangerous over-valuations are not the threats that headlines suggest, and instead economies continue to grow with low inflation, according to Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
SJP WM hires for Shanghai office
Mark Woodward has joined St James Place Partnership in Shanghai to provide wealth management services to affluent and high net worth expatriates in China.
