The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
Category: Asset managers
AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Janus Henderson aims to double AUM in Asia in five years
Andrew Hendry, Asia Pacific CEO at Janus Henderson, explains how the firm has turned the page following the merger in 2017.
Muzinich: Spreads aren’t the only game in town
Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Why this top quintile fund manager is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months following the AI boom.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Apac real estate values emerge after the ‘great reset’
The Apac property market is on the road to recovery, says Benett Theseira, head of Asia Pacific, PGIM Real Estate.
