The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Category: Asset managers
Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Abrdn shifts to positive on EM equities on the back of China stimulus
The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
