In our first edition of Editorial Board Insights, Fund Selector Asia caught up with Simon Godfrey, head of advisory at Prive Technologies, to discuss investment strategies for 2023.
Category: Industry views
HSBC AM bets on Asian catch-up game
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
Impax Asset Manager names new HK-based portfolio manager
Manish Bishnoi will be joining as a co-portfolio manager of the firm’s environmental and opportunities strategies in Asia.
Lombard Odier continues to see green shoots in Chinese equities
The Swiss private bank also favours government bonds and investment investment grade credit.
Pictet WM remains underweight equities
The Geneva-headquartered wealth manager also said that investors should be selective when it comes to fixed income.
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.
Invest in megatrends that shape the world – Neuberger Berman
Neuberger Berman looks outside conventional stock names to search for alpha.
What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
