PGIM Jennison’s Tom Davis expects to generate excess returns from a consistent growth strategy.
Category: Industry views
Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
UBS GWM’s Phee: Process, people and risk underscore our fund selections
UBS GWM’s Apac head of funds investment solutions encourages clients to lock into high quality bond yields.
Eastspring’s top pick for the third quarter remains US equities
The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
What will the French election result mean for financial markets?
With the recent French elections effectively resulting in a stalemate, what impact will this have on financial markets?
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
