India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
Category: Industry views
Asset managers vie for AI winners
As the momentum behind artificial intelligence (AI) gathers pace, investors are grappling with how to identify those tech companies which are best placed to reap the rewards.
Global recession ‘postponed, not cancelled,’ says Manulife
Below-trend GDP and the uneven effects across sectors and geographies have complicated matters for investors.
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Barings sees stronger case for fixed income
Amid ongoing market volatility and uncertainty, Barings believes there are reasons to be more bullish about fixed income than some investors think.
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
Matthews Asia interview
Andy Rothman, investment strategist at Matthews Asia catches up with Natalie Kenway, editor in chief at MA Financial Media, on his recent trip to China and the post-pandemic recovery.
M&G Investments: ‘We’re about in as uncertain environment as you can get’
Michael Dyer, investment director at M&G, talks the firm’s multi-asset strategies and why a behavioural approach gives them an edge.
