Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.
Category: Markets
How an early bet on China paid off for Lazard AM’s emerging markets strategy
Lazard AM’s head of emerging markets James Donald tells FSA about the firm’s positioning in China.
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Manulife Investments launches global semiconductor fund in HK
The Manulife Global Semiconductor Opportunities fund aims to capture the growth of the semiconductor and AI ecosystem.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
OSL distributes Apac tokenised fund in Hong Kong
The ChinaAMC fund is a retail tokenised money market product.
HSBC: Rich investors spread their net wider
A report by the bank finds that wealthiest investors in Hong Kong look for global diversification.
Jupiter gets capital markets services licence in Singapore
Madeline Han, head of Asia and CEO for Singapore at Jupiter Asset Management, explains why the firm is expanding into retail distribution in the Lion City.
