Companies pioneering autonomous vehicles and electric cars need to reassure fund managers they will keep solid R&D commitments through tough times, according to George Saffaye, global investment strategist at BNY Mellon Investment Management.
Tag: technology innovation
J Safra Sarasin: Invest in tech that reshapes old economy
3D printing, drones and blockchain are a few examples of technology expected to renew old economy manufacturing and services, but the tech adopters rather than the tech providers are the interesting investment opportunities, according to Tomasz Godziek, director at Bank J Safra Sarasin.
Fidelity: Consumer sector in developed markets offer opportunity
The consumer sector in developed markets is liable to be “the incremental driver of growth” in 2016, Fidelity International said.
Fixed income supply can’t meet epic demand, says BlackRock
Rieder, who was on visit to Hong Kong and China last week, said ten years ago there was a $4-$5trn net supply of fixed income each year. This year, the net supply will be $700bn, 15% of what was available a decade ago. “At the same time there is a huge aging population that needs […]
