Amy Cho joins from Schroders, replacing Loretta Ng, who is leaving M&G to pursue other opportunities.
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Pictet on AI, DBS has too much money, China’s crackdown on private fund management, Big Tech vs Small Tech, a book recommendation, wisdom from Peter Lynch, advertising and much more.
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
The strategy is led by Yi Du, who is based in Geneva.