Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
Category: Industry trends
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Fidelity urges selective approach to AI in China
China wants to accelerate the development of its own artificial intelligence technologies, but investors need to focus on how they can be monetised, says Fidelity International.
Europe’s economy tightens amid signs of recession
Financial conditions have “tightened further” in recent months – especially in Europe – according to the latest quarterly outlook report from Robeco.
Barings sees stronger case for fixed income
Amid ongoing market volatility and uncertainty, Barings believes there are reasons to be more bullish about fixed income than some investors think.
Julius Baer eyes defensive, quality growth for equities exposure
The Swiss private bank sees pockets of opportunity in sectors which offer either defensive stocks in attractive markets or quality growth stocks such as IT and communications.
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
PineBridge pinpoints three ways to add alpha in equities
Secular themes including near-shoring, increasing factory automation and rising net-zero spending offer promising return opportunities going forward, says PineBridge Investments.
Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits.
