FSA looks at the top performing Chinese funds during the recent month-long rally.
Tag: Pictet Asset Management
M&G appoints head of Asia Pacific
Amy Cho joins from Schroders, replacing Loretta Ng, who is leaving M&G to pursue other opportunities.
Pictet tips Indian equities to outpace EM peers
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
The FSA Spy market buzz – 22 September 2023
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.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
PineBridge ‘not surprised’ by China’s fading reopening
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
The FSA Spy market buzz – 9 June 2023
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.
Pictet AM: ‘We have waited long enough’ on Chinese equities
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
