Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Category: Industry views
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
