Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Category: Global
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth, who heads up the firm’s emerging market and Asia equities team, will be based in London.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Nuveen: Allocating more to cash is a mistake
Nuveen’s chief investment officer urges investors to embrace late-cycle opportunities as the economic clock winds down.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
