Mike Jennings, senior investment director at TT International, explains where the opportunities exist in Asia amid China’s difficulties.
Category: Industry views
Julius Baer: Asia’s wealthy families fear political instability
Geopolitical diversification of their assets is a major focus for the region’s rich, who are also keen to turn to specialists for advice.
Lombard Odier: Asia’s rich fail to achieve their objectives
The findings of the Swiss bank’s study reveal a big gap between intentions and actions among Apac’s wealthy families.
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
How and where to invest over the next five years
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Luca Paolini at Pictet Asset Management gives a broad overview of the investment opportunities over the next five years.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
Malaysian, Thai sentiment shows investor caution
Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
