A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
Category: Industry views
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.
Top performing value fund favours bond proxies
Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
William Blair: buy EMD to avoid reinvestment risk
Emerging market debt offers investors carry and duration as interest rates fall, says William Blair’s Marcelo Assalin.
Impax AM CEO prefers if ESG ‘sort of faded away’
Impax Asset Management founder and CEO Ian Simm tells FSA his firm is focused on the opportunities provided by the sustainable transition, rather than ESG issues.
Franklin Templeton wants to be big in Japan
Franklin Templeton’s Asia Pacific CEO, Tariq Ahmad, explains why the firm’s two areas of focus are Japan and private banking.
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
Schroders Capital: private equity focuses on ‘leaders of the future’
Schroders Capital’s private equity business finds the best value in small-and mid-cap businesses.
