Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.
Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.
Attractive valuations, less harsh regulation and the easing cycle of China’s monetary policy mean some managers may be turning positive on the country. Peter Guy speaks to two regional portfolio managers.
London-based boutique Crux Asset Management has formed a strategic alliance with Swiss-based Union Bancaire Privee Privé (UBP) to bolster its equity offering in Asia.
Japan’s new prime minister - seen as the status quo candidate when he succeeded his party colleague Yoshihide Suga recently - is to contest a general election this weekend. As a result, there was little early prospect of the kind of structural reforms that would excite markets, David Whitehouse reports.
Without dedicated China equity allocations, investors miss an exceptional opportunity to enhance their portfolios’ prospective risk-adjusted returns, and fully capitalize on the diversification and alpha offered by China’s public equity space.
David Hunt, president and chief executive of PGIM, tells Romil Patel about leading a top 10 global asset manager in times where “empowering and encouraging the kind of investment decisions as close to the assets as possible gets you the most power” and more.
Eastspring Investments has named Bill Maldonado as head of equities.
The infrastructure investment needs in Asia Pacific are enormous – underpinned by strong economic growth, relatively underserved existing infrastructure and favourable macro and demographic themes, writes Simon La Greca of AMP Capital.
Real estate equities are in recovery. Despite ‘noise’ in the wider stock market, some property shares are back above pre-crisis levels, powered by demographic changes and currently boosted by inflation worries. Alex Rolandi reports.
In Japan and around the world, the Covid-19 pandemic has rapidly changed lifestyles and work practices, writes Satoshi Marui of SuMi Trust.
David Hunt, president and chief executive of PGIM, tells Romil Patel about leading a top 10 global asset manager in times where “empowering and encouraging the kind of investment decisions as...
Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon...
Strong ESG credentials strengthen the case for Singapore as a leader in Asia of the post-Covid recovery. Our panel discusses the risks and opportunities.
As we prepare to emerge from Covid, experts look at overcoming demographic issues through a combination of good tech and corporate governance, improving productivity and meeting an ambitious government carbon emissions reduction target. Chaired by Romil Patel.