In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
Category: Equities
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
The best performing Japanese funds year-to-date
As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
