Active security selection is essential say Asia fixed income strategists.
Category: Industry views
Morningstar CIO: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp.
UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.
Baillie Gifford: It’s irresponsible for public investors to not have insight into private markets
The Scotland-based investment manager is looking to expand its growth equity business.
Asia bears the brunt of US tariffs
Tariffs elevate risks of inflation and recession as investors rush to safe havens, market strategists warn.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Fidelity International: Building sustainable and scalable businesses with diverse Southeast Asian clients
Differentiated global and building block solutions help investors fill gaps in their strategies., according to Fidelity’s Wildon Goh.
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
Fidelity International: China is well suited for value investing
A contrarian approach is a good strategy over time to invest in China, according to Fidelity’s Nitin Bajaj.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
