T. Rowe Price: Tech giants are offering up opportunities for yield
The AI build-out won’t be derailed by higher oil prices as US tech maintains capex plans.
Industry views
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T. Rowe Price: Tech giants are offering up opportunities for yield
The AI build-out won’t be derailed by higher oil prices as US tech maintains capex plans.
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PAG: Asian real estate offers attractive credit opportunities
Real estate-backed private debt remains attractive in Asia, says Chris Gradel, CEO and co-founder of PAG, one of the region’s largest alternative asset managers.
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HSBC PB: Passion investors should plan with purpose
The global collectibles market is continuing to expand and evolve, particularly in Asia.
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Nomura AM: Corporate Asia has best financial health in years
Asian investment grade credit is better prepared for the energy fallout than in previous years, according to Nomura Asset Management’s head of fixed income, Simon Tan.
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Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
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Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration
Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.
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UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
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The unwinding of Japan’s ‘parent-child’ listings boosts value trade
Listed subsidiary takeouts have been a boom for active value managers in Japan betting on the unwinding of so-called ‘parent-child’ listings.
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Ninety One: Oil prices likely to stay elevated even after Hormuz opens
Countries caught off guard by the oil disruption will likely build oil reserves, boosting mid-term demand, according to Ninety One’s Paul Gooden.
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M&G expands Australia distribution team
Cameron Sinclair has been hired to lead the firm’s institutional distribution in Australia.
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Schroders builds out wealth team with hiring of family office veteran
Schroders Wealth Management has hired Sharon Sim as head of business development, Asia.
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Morningstar: The opportunity cost of ignoring the US is enormous
Large institutional asset owners identified concentration risk, sustainable investing and diversification as core themes for the year ahead.
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Hedge funds look for opportunities in China beyond AI
Hedge funds at the Sohn Investment Conference Hong Kong pitch China names outside of artificial intelligence.
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Capital Group favours high yield and sees solid economic growth driven by AI
Tight credit spreads are not a concern, according to Capital Group fixed income portfolio manager Damien McCann.
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Apac investors hold more than half of wealth in cash: Fidelity study
Asia Pacific retail investors are missing out on growth sitting mostly in cash, according to a Fidelity International study.
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HSBC’s Lina Lim: Art and finance are complementary disciplines
It is essential to keep pace with the rapid evolution of wealth management, says HSBC’s head of funds and discretionary, Lina Lim.