A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
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A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
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).
The transition to a low carbon economy is integral to sustainable economic growth, according to Axa IM’s Chris Iggo.
The firm has China at its core of strategic growth.
Axa Investment Managers also highlighted investment opportunities in the ESG space.
Ninety One hits the spot; Big tech and nothing else; Citibank’s cleanbot; A fund of ETFs; The diminishing hunt for yield; Hedge fund gold; advertising and much more.
A number of fund managers have continued to launch thematic products in Asia.
One of the products is Asia-focused, which has fewer peer fund competitors than other high yield funds for sale in the region.
Axa Investment Managers has partnered with two domestic asset management firms in Thailand to launch its technology-focused fund, according to a statement from the firm.
Part of the Mark Allen Group.