The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Category: Equities
Mutual Fund Top Trumps – Indian Equities
This week FSA presents a quick comparison of two Indian Equities: JP Morgan India and Matthews Asia India.
Julius Baer eyes defensive, quality growth for equities exposure
The Swiss private bank sees pockets of opportunity in sectors which offer either defensive stocks in attractive markets or quality growth stocks such as IT and communications.
Mutual Fund Top Trumps – Apac ex Japan Equities
This week FSA presents a quick comparison of two Apac ex Japan equities by MFS Meridian and PineBridge.
PineBridge pinpoints three ways to add alpha in equities
Secular themes including near-shoring, increasing factory automation and rising net-zero spending offer promising return opportunities going forward, says PineBridge Investments.
Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits.
Mutual Fund Top Trumps – North American Equities
This week FSA presents a quick comparison of two North American equities by: BNP Paribas and Morgan Stanley.
Invesco offers Japanese investors access to five US-listed ETFs
The investment adviser is expaning the reach of the its ETF and indexed strategies business in Japan.
Pictet WM remains underweight equities
The Geneva-headquartered wealth manager also said that investors should be selective when it comes to fixed income.
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
