Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
Category: News
T Rowe Price: few EM bond opportunities in Asia
As the fundamentals of Asian emerging markets improve, credit-focused bond investors find better opportunities in other regions, according to Ben Robins, portfolio specialist at T Rowe Price.
China relaxes JV ownership rules
China’s securities regulator has relaxed joint venture ownership limits for foreign asset managers, further opening the domestic asset management industry to foreign firms.
Firms receive China’s inbound quotas
London-based Highclere International Investors and Hong Kong-based CIFM Asset Management are the latest recipients of China’s inbound quota schemes, according to records from the country’s State Administration for Foreign Exchange (SAFE).
Mobius poaches from Franklin Templeton for new firm
Emerging markets guru Mark Mobius has nabbed former Franklin Templeton colleagues Carlos Hardenberg, who recently exited as lead portfolio manager on the Templeton Emerging Markets Investment Trust, and Greg Konieczny, to help launch his asset management boutique.
HEAD-TO-HEAD: Aviva vs GAM
FSA compares the Aviva Investors – Global Convertibles Absolute Return Fund with the GAM Multibond Absolute Return Bond Fund.
The FSA Spy market buzz – 27 April 2018
JB Hires and so does Capital Group, Mobius snags some old colleagues, Lombard Odier cracks Thailand, Pimco Income, DBS Savings, OCBC fish, Gold and much more…
Deutsche Bank sets high bar for Asia discretionary
Despite the woes of its parent bank, the firm aims to double Asia discretionary portfolio management assets in two years, said Tuan Huynh, head of discretionary portfolios for Asia-Pacific at Deutsche Wealth Management.
OMGI shifts from value to quality
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, London-based global equities strategist at Old Mutual Global Investors.
Video: Vontobel on fixed income
Eoin Walsh, partner, portfolio manager at Twentyfour Asset Management, talks about opportunities and risks in bond markets as the credit cycle continues to mature.
