The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Category: Equities
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Massive flows into Japanese funds
There were four times as many flows in January than in the previous month, according to Morningstar.
Wellington: Expect a bubble in AI hardware providers
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.
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.
