Less than one fifth of investors now overweight on tech sector amid weakening global growth prospects, according to a survey.
Tag: Technology
Nikko sees the real deal in old tech, not FAANGs
Older tech names are less sexy than FAANGs, but they have sensible valuations and are moving into high growth areas, according to Iain Fulton, Nikko Asset Management’s investment director.
Indosuez WM has high hopes for DPM in Asia
Indosuez Wealth Management aims to increase its Asia discretionary business to reach the industry average, and volatile markets provide the backdrop to do so, according to Arjan de Boer, head of markets, investments and structuring in Asia.
Hedge funds at top and bottom of Q2 performance
Alternative products were among both the top and bottom performers in FSA’s quarterly ranking of products available to investors in Hong Kong and/or Singapore.
Returns only a part of HNWI satisfaction
Wealth managers should go beyond a pure functional role and work more on the personal connection with high net worth clients, according to David Wilson, head of Asia wealth management at the consulting firm Capgemini.
How bad news was good for Pictet AM
The recent Facebook data harvesting scandal and new data regulations from Europe that spooked investors turned out to be good news for Nolan Hoffmeyer, Geneva-based co-manager of Pictet Asset Management’s Digital Fund.
Pictet AM sees power in themes
Pictet Asset Management has three products targeting separate technology themes which together represent at least 40% of the TMT sector’s assets.
V is for Vietnam, not volatility
Despite the return of market volatility, a Vietnam equity fund managed by JP Morgan Asset Management has soared to the top as best performer, according to data from FE Analytics.
Tech’s biggest impact on AM: The back office
Robeco’s Patrick Lemmens said the asset management industry is still using fax machines to run operations and technology upgrades would have a strong impact on efficiency.
Regulation a risk of investing in China tech
The tightening of regulations, particularly in online gaming and digital payments, is the top risk when investing in China’s technology companies, according to Eric Mok, senior executive director at Franklin Templeton Investments.
