The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
Category: Industry views
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Endowus launches flexible short-term cash management for HK investors
The digital platform has teamed up with Amundi, HSBC AM and Ping An to offer access to low-cost money market funds.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Julius Baer keeps faith in tech theme
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election.
BlackRock: Asia bonds have diversification benefits
2024 is going to be a pivotal year for fixed income as the markets gain some clarity on the timing of the Feds rate pause, according to BlackRock.
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.