AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
Category: Industry Interviews
BNP Paribas WM: A 60/40 portfolio should return high single digits in 2023
BNP Paribas Wealth Management’s Prashant Bhayani explains why the firm favours investment grade fixed income and non-US equities.
Biggest surprises in 2022 and top predictions for 2023
After a torrid 2022, FSA interviewed leading market participants to wrap up the year and look forward to the next one.
Q&A with Julia Angeles, Investment Manager, Baillie Gifford
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.
Q&A: The market sell-off won’t change the direction of travel on ESG in Asia
AXA IM’s Ecaterina Bigo discusses the recent sell-off in ESG securities and how disclosure standards have evolved in Asia.
Allspring’s Tse: Interest in value stocks is here to stay
Elaine Tse, portfolio manager at Allspring Global Investments, also discusses zero-Covid, China’s property crisis and the recent stock market rally.
Federated Hermes’ Sandy Pei on why launching a China strategy makes sense right now
Pei also discusses why Korea is currently a ‘free meal’ and India is overpriced.
T Rowe Price’s Thomson views current bear market as once in 300-year event
T Rowe Price’s head of international equities and chief investment officer also discusses the firm’s plans for its China WFOE.
Climate litigation: The growing risk for companies
Schroders’ Simon Webber and Isabella Hervey-Bathurst are looking for climate leaders to mitigate this risk.
AllianzGI backs Chinese stocks
The internet, property and energy sectors are likely to perform in the second half of this year, said the German asset manager.
