Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
Tag: AI
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
The FSA Spy market buzz – 17 November 2023
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
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.
