Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Category: Equities
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Five underperforming fund giants that have bounced back
FSA highlights five giant global equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Global dividends fell nearly 1% in the third quarter of the year, according to the latest Janus Henderson Global Dividend Index.
Biotech sector is ripe with alpha: Janus Henderson
The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.
Five top performing tech ETFs
FSA looks at the five best performing tech funds of the past 12 months available for distribution in Hong Kong and Singapore.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
