Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
Category: Asset managers
China property market downturn is only half-way done: Amundi
The French asset manager expects to see home prices continue to decline in China.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
