Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Category: Asset managers
M&G’s Samarth: Taking a contrarian approach to Japan
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Gautam Samarth, deputy fund manager for the M&G Episode Macro strategy, explains why he is taking a contrarian approach to the Japanese yen.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
AXA IM’s Asia CIO: Aggressive rate cuts aren’t guaranteed
The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
Jupiter: ‘It will probably be the biggest tech replacement cycle the world has ever seen’
Sam Konrad, co-manager of the Jupiter Asia Pacific income strategy, also explains why he is sanguine about upping his exposure to Taiwan.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
