Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
Category: Asset managers
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Abrdn shifts to positive on EM equities on the back of China stimulus
The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
AllianzGI: Technology stocks and cash aren’t the only game in town anymore
AllianzGI said in its fourth-quarter outlook that investors should not expect the M7 to continue to drive performance.
HSBC AM’s head of multi asset sees market volatility looming
Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
