Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
Category: Asset Class in Focus
UOBAM launches Singapore multi-asset income fund
The investment process incorporates AI techniques to supplement manager expertise.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
Meet the Apac ex-Japan fund manager with a zero weighting to China
Jupiter’s Jason Pidcock also explains why he has such a large overweight to Australia.
Why this region is becoming a compelling story for global bond investors
Fund managers at Invesco and abrdn share why they are particularly bullish on the Indian bond market.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
