Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
Category: Industry views
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
Allianz names ex-BlackRock executive as new global CIO for fixed income
Michael Krautzberger will succeeding Franck Dixmier as Global chief investment officer for the European headquartered asset manager.
Exclusive: Baillie Gifford gets go-ahead for Singapore office
Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.
India election outcome doesn’t disrupt its growth story
Modi’s diminished majority raises questions but global asset managers remain bullish on India despite the election result.
SSGA: ‘Moderation is still warranted’
Investors need to retain flexibility to respond as clearer signals develop, says SSGA’s Apac head of investment strategy.
AXA head of thematic: a new manufacturing cycle is coming
A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
JP Morgan fund manager on the future of tech investing
Joseph Wilson, manager of the $7.4bn JP Morgan US Technology fund tells FSA why he thinks tech exposure will be considered core in the future.
‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced.
Exclusive: Abrdn plans Asia fund launch in income push
Abrdn’s Asia Pacific head of wholesale, David Hanzl, explains why the firm is doubling down on income as well as ESG and emerging markets.
