Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
Category: Industry views
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
IWD: “It was not easy for a petite Asian woman to speak up”
To celebrate International Women’s Day (IWD), Fund Selector Asia speaks to female portfolio managers based in Asia about their experience in the industry.
Stewart Investors: Sustainability goes hand-in-hand with long-term investing
Sustainability is difficult to reconcile with short-term investing, according to Rob Harley, senior portfolio manager at Stewart Investors.
Thailand is the ‘jewel’ for Invesco’s Lin
Ken Lin, head of Hong Kong and southeast Asia intermediaries at Invesco, explains why Thailand is currently the jewel in the crown.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
AllianzGI to vote against boards without a credible net-zero strategy
Allianz Global Investors has implemented new rules for its proxy voting in 2025.
Wellington Management: A culture of innovation
A dynamic exchange of ideas has spawned new initiatives ranging from tokenisation and AI through to new fund launches and sustainability activities.
Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
