Peter Bates, portfolio manager for the Global Select Equity Strategy at T. Rowe Price says investors should separate the economy from politics.
Category: Markets
Lombard Odier forms alliance with Hong Leong Bank
Hong Leong Bank also announced a new enhanced private banking service in Singapore and Malaysia.
Fidelity names James Sun as general manager of China mutual fund
Shanghai-based James Sun will lead Fidelity’s wholly owned mutual fund business in China.
Morgan Stanley IM’s Dennis Lynch on AI: “There is no clear winner”
Dennis Lynch, who heads up some of Morgan Stanley IM’s top-performing growth equity strategies, shares with FSA his thoughts on artificial intelligence and investing in the face of volatility.
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
KGI names Raymond Yeung as MD of wealth management
Raymond Yeung is hired as managing director of wealth management for the China market.
Lion Global Investors names new chairman
The former Eastspring CEO Seck Wai Kwong has been appointed chairman of Lion Global Investors.
Oaktree names Alex Prout as head of Apac marketing
Prout will also be the lead marketing representative for Japan.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
