Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
Tag: Semiconductor
It is only ‘halftime’ in the battle between EM and DM stocks – Vontobel
Although developed markets shone in the first half, the second half of the year may be different.
Invesco bets on Korea equities recovery
Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
abrdn sees opportunities in China
The UK asset manager shared five investment themes in China that it overweighs in 2023.
