Industry views Archives - Page 12 of 164

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.

Many of the areas that have come under pressure as rates have risen may start to revive.

The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.

Sam Konrad, co-manager of the Jupiter Asia Pacific income strategy, also explains why he is sanguine about upping his exposure to Taiwan.

“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.

Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.

The Baltimore-headquartered asset manager is looking beyond its roots in growth equities.

The Swiss private bank has also downgraded its outlook on Japanese equities amid the recent sell-off.

The firm which has a history of calling market bubbles doesn’t see a market collapse looming.

Investors can enjoy higher yields and lower default rates with Asia sub-investment grade bonds.