AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
BNP Paribas Wealth Management’s Prashant Bhayani explains why the firm favours investment grade fixed income and non-US equities.
After a torrid 2022, FSA interviewed leading market participants to wrap up the year and look forward to the next one.
FSA spoke with Julia Angeles, Investment Manager, Baillie Gifford, who discussed why the recent sell-off in the healthcare sector has been excessive, how AI is revolutionising the development of drugs and much more.
AXA IM’s Ecaterina Bigo discusses the recent sell-off in ESG securities and how disclosure standards have evolved in Asia.
Elaine Tse, portfolio manager at Allspring Global Investments, also discusses zero-Covid, China’s property crisis and the recent stock market rally.
Pei also discusses why Korea is currently a ‘free meal’ and India is overpriced.
T Rowe Price’s head of international equities and chief investment officer also discusses the firm’s plans for its China WFOE.
Schroders’ Simon Webber and Isabella Hervey-Bathurst are looking for climate leaders to mitigate this risk.
The internet, property and energy sectors are likely to perform in the second half of this year, said the German asset manager.