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.

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 Asset Management has three products targeting separate technology themes which together represent at least 40% of the TMT sector’s assets.
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.
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.
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.
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
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.
As the fundamentals of Asian emerging markets improve, credit-focused bond investors find better opportunities in other regions, according to Ben Robins, portfolio specialist at T Rowe Price.
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, London-based global equities strategist at Old Mutual Global Investors.
While rising interest rates boost returns of loan funds, increased demand for loans, together with limited supply, reduce the gains, according to Jeff Bakalar, managing director and head of senior loans at Voya IM.
Part of the Mark Allen Group.