The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Category: Industry views
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
abrdn: Not allocating to EM bonds represents a ‘lost opportunity’
Pongtharin Sapayanon, head of fixed income and asset allocation at abrdn Investments (Thailand), explains why the Short-Dated Enhanced Income strategy favours emerging market debt.
More market tremors loom ahead: Muzinich & Co founder
Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
M&G’s Samarth: Taking a contrarian approach to Japan
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Gautam Samarth, deputy fund manager for the M&G Episode Macro strategy, explains why he is taking a contrarian approach to the Japanese yen.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
