As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Category: Global
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.
Citibank partners with Capital Group to sell its New Perspective Fund to Asia clients
The mega-fund is already available in Hong Kong and will be distributed in Singapore in February.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
