Valuations are a bit stretched in the fintech universe, but Tom Keenan, the firm’s regional head of wholesale Asia ex Japan, makes a case for investing in the theme.
Category: Video interviews
Video: First State on ESG investing
Christy Goh, director of intermediary business, explains how First State embeds ESG into the investment process.
Video: T Rowe Price on tech investing
Early growth stage innovations such as autonomous vehicles and artificial intelligence are where Julian Cook, portfolio specialist in the equity division, sees the key tech opportunities.
Video: Franklin Templeton on fixed income investing
Ivan Fong, vice president and senior product manager, sees opportunity in local currency EM bonds, but is closely watching trade tensions between China and the US.
Video: Janus Henderson on Asia innovators
Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.
Video: New Capital on Asia innovation
Chris Chan, portfolio manager at EFG AM’s New Capital, focuses on investing in innovative Asian companies with visionary leadership.
Video: BNY Mellon on investing in mobility
George Saffaye, global investment strategist at BNY Mellon IM, sees prime opportunities in the theme of mobility innovation.
Video: BNPP AM on investing in water
Earnings growth tends to be strong in water-related equities, says Hubert Aarts, co-head of listed equities at Impax Asset Management, who manages an ESG-themed water fund.
Video: M&G on multi-asset investing
Volatility is back, but global growth remains robust, says Graziano Creperio, investment specialist.
Video: Man GLG on European growth investing
Avoid European companies that are too reliant on macro economics and focus on those with a strong market position, argues Rory Rowe, lead portfolio manager for the Pan-European equity growth strategy at Man GLG.
