Active, defensive equity allocations offer a potentially lucrative way to navigate explosive technological change amid the democratisation of artificial intelligence (AI), believes senior portfolio manager Chee K Ooi.
Category: Asset managers
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Franklin Templeton: Dividends offer new dimension to portfolios
Current market turbulence has led to a revival in interest in dividend investing, spurred by a desire for steady income and a hedge against volatility, says index specialist Dina Ting.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
IWD: “It was not easy for a petite Asian woman to speak up”
To celebrate International Women’s Day (IWD), Fund Selector Asia speaks to female portfolio managers based in Asia about their experience in the industry.
Stewart Investors: Sustainability goes hand-in-hand with long-term investing
Sustainability is difficult to reconcile with short-term investing, according to Rob Harley, senior portfolio manager at Stewart Investors.
Thailand is the ‘jewel’ for Invesco’s Lin
Ken Lin, head of Hong Kong and southeast Asia intermediaries at Invesco, explains why Thailand is currently the jewel in the crown.
