Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Category: Asset Class in Focus
JO Hambro: Tax cuts to benefit US small caps
The US tax cut bill, passed at the end of 2017, is going to disproportionately benefit small and mid-cap companies beginning in 2019, argues JO Hambro’s senior fund manager Vince Rivers.
Vanguard: A soup of China’s share classes is best
Investing across all share classes within the Chinese equities universe will provide more diversification benefits for investors, argues Cyrus Mui, Hong Kong-based head of product research for Asia at Vanguard.
Why GSAM thinks AI is a valuable tool for quants
Artificial intelligence (AI) and machine learning technologies have opened new ways to harvest data for insights, but human judgment is essential to the process, argues Goldman Sachs Asset Management’s Gary Chropuvka.
Pictet AM sees power in themes
Pictet Asset Management has three products targeting separate technology themes which together represent at least 40% of the TMT sector’s assets.
Asia’s fund selectors intend to stock up on EM bonds
Fund selectors in Hong Kong, Singapore, Thailand and Malaysia plan to add to their allocation to emerging market bonds in the next 12 months, according to forward-looking data collected by FSA.
Is the decade-long global expansion nearing its end?
The global expansion is either nearing its demand-driven peak or in the early stages of a supply-driven renaissance, according to Joachim Fels, Pimco’s global economic adviser.
Mark Mobius, ESG activist
In his new fund, Mark Mobius plans to use his considerable clout to work directly with companies in emerging markets on improving their governance practices.
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
EM equities targeted by Asia’s fund selectors
Data collected by FSA show a significant increase of interest in global emerging market equity funds among fund selectors in Hong Kong, Singapore, Thailand and Malaysia.
