Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
Category: Asset Class in Focus
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
Pictet launches research institute
The Swiss private bank’s research institute will be led by former Goldman Sachs multi asset CIO Maria Vassalou.
The best performing Japanese funds year-to-date
As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
