Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Category: Asset managers
Investors eye pricing strategy to turn AI promise into profit
Equity investors should focus on companies with clear approaches to pricing in generative artificial intelligence to profit from this revolution, says AB.
abrdn’s Loh: ‘By no means do we think the wheels are falling off in China’
Henry Loh, head of Asia credit at abrdn, explains why he is less bearish on China than some of his peers.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
India, Indonesia emerge as rising stars in global headwinds
Pimco picks these two resource-rich economies to be global growth leaders over the next few years.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
