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.
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Few active funds come close to the high returns of the index trackers.
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.
Part of the Mark Allen Group.
