Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Category: Asset managers
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
How and where to invest over the next five years
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Luca Paolini at Pictet Asset Management gives a broad overview of the investment opportunities over the next five years.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Franklin Templeton: investors must seek out the right risk
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
