Eastspring conceded that recent earnings trends were concerning, but are positive about the world’s most populous country.
Category: Asset managers
JP Morgan: Central bank buying will drive gold to all-time highs
J.P. Morgan strategists expect gold prices to move towards $3000 per ounce in 2025.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Janus Henderson’s Clode: Fund managers are making excuses for underperformance
Active managers should not be blaming the ‘Magnificent 7’ for underperforming, Clode says.
Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
Why this fund manager prefers family or founder-led firms
Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
Report: Hidden costs are adding up for index investors
Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.
