Artificial intelligence (AI) and machine learning technologies have opened new ways to harvest data for insights, but human judgment is essential to the process, argues Goldman Sachs Asset Management’s Gary Chropuvka.
Category: Industry views
Pictet AM sees power in themes
Pictet Asset Management has three products targeting separate technology themes which together represent at least 40% of the TMT sector’s assets.
Mark Mobius, ESG activist
In his new fund, Mark Mobius plans to use his considerable clout to work directly with companies in emerging markets on improving their governance practices.
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
Deutsche Bank sets high bar for Asia discretionary
Despite the woes of its parent bank, the firm aims to double Asia discretionary portfolio management assets in two years, said Tuan Huynh, head of discretionary portfolios for Asia-Pacific at Deutsche Wealth Management.
OMGI shifts from value to quality
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, London-based global equities strategist at Old Mutual Global Investors.
Video: Vontobel on fixed income
Eoin Walsh, partner, portfolio manager at Twentyfour Asset Management, talks about opportunities and risks in bond markets as the credit cycle continues to mature.
Voya: Loan returns trimmed by short supply
While rising interest rates boost returns of loan funds, increased demand for loans, together with limited supply, reduce the gains, according to Jeff Bakalar, managing director and head of senior loans at Voya IM.
Video: First State Stewart on Asia-Pacific
Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
Uncovering China’s small caps
China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
