Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
Category: News
William Blair says EM investment case is now more complex
Investors should seek bottom-up alpha in emerging markets, says William Blair’s Vivian Lin Thurston.
Newton IM cuts global head of sustainable investment role
Therese Niklasson has left the firm alongside a trio of fund managers.
M&G hires Neil Godfrey as global head of client group
Godfrey was previously global head of distribution at Barings.
Eastspring backs Asia local bonds
Asia local currency bonds offer yield, stability, and diversification, says Eastspring’s Rong Ren Goh.
UBS GWM: AI compute spend is nowhere near peak
Strategists at UBS GWM expect artificial intelligence spending to normalise after two years of explosive growth.
Coller Capital launches digital platform for secondaries education
The free digital platform provides advisers and wealthy investors with structured secondaries education.
Manulife MPF: Active account reviews amid turbulence
Portfolio diversification and consolidation of MPF accounts provide a solution to economic and market volatility, says Jeanie Ho, head of Hong Kong and Macau retirement at Manulife.
Jupiter unveils leveraged strategy
The GEARx strategy has twice the leverage of the earlier version.
Hedge funds pitch Asian stocks at Sohn Hong Kong
Stocks listed in Asian markets formed the majority of hedge funds’ top investment ideas at the annual Sohn conference held in Hong Kong.
