To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Category: Equities
China equities continue to flounder
Investors beat a constant retreat from beleaguered China stocks as they await reassurance from Beijing.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Mutual Fund Top Trumps: Japan Equities – 25 January 2024
This week FSA presents a quick comparison of two Japan equity funds: Eastspring Inv Japan Dynamic and Fidelity Japan Value.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
Julius Baer keeps faith in tech theme
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
LGI partners with Nomura AM to launch AI actively managed ETF in Singapore
The Lion-Nomura Japan Active ETF will be Singapore’s first active ETF on the Singapore Exchange and Singapore’s first AI-powered ETF.
Pictet WM backs fixed income in global economic slowdown
Investors should lock in record bond yields and prefer cash-rich companies as the world economy weakens.
