PGI: Tech may explain data mysteries
Why have interest rates and inflation remained low for several years? Experts have varying explanations, but Jim McCaughan, CEO of Principal Global Investors, tells FSA he believes the hidden impact of technology on the global economy is behind the mystery in the economic data.
Philippines approves Credit Suisse rep office
Bangko Sentral ng Pilipinas (BSP) has given Credit Suisse a green light to establish a representative office in the Philippines, according to Chuchi Fonacier, the central bank’s deputy governor for supervision and examination.
Robeco: China’s AM regs, US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
Where are the risks in environmental equities?
Regulation is one of the risks that investors should be aware of when investing in environmental-focused listed equities, according to Bruce Jenkyn-Jones, London-based co-head of listed equities and senior portfolio manager at Impax Asset Management.
Quant strategy wary of hedge fund flaws
Unigestion’s quant fund aims to put right exactly what investors have found to be wrong with hedge funds – lack of liquidity and transparency and high fees and low performance, according to Joan Lee, vice president and investment manager for cross-assets solutions at the boutique fund house.
Value Partners: China’s tech giants to continue gains in 2018
In 2018, Value Partners’ fund manager Frank Tsui is bullish on the technology and consumer sectors across greater China with a preference for larger names.