Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
Category: Industry views
Fidelity International: China is well suited for value investing
A contrarian approach is a good strategy over time to invest in China, according to Fidelity’s Nitin Bajaj.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
Fidelity International: Consistency in partnering with our clients’ needs is essential
A digital-first income marketing campaign helped investors reframe their investment thinking, according to Fidelity’s Marcella Pun.
Invesco: Clouds are forming for global economy
Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.
How an early bet on China paid off for Lazard AM’s emerging markets strategy
Lazard AM’s head of emerging markets James Donald tells FSA about the firm’s positioning in China.
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
Allianz GI’s Gupta: India momentum investors are throwing in the towel
India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
