Articles: Manager Insight

Title Collection Author Date
Fidelity's Rules to Identify Winners from the 'AI Stack' Manager Insight Kate Lin 11/01/24
End of Deflation: Is 2024 the Time to Buy Japanese Yen or Stocks? Manager Insight Kate Lin 21/12/23
Thematic Investing in 2024: AI and What Else? Manager Insight Kate Lin 15/12/23
China Outlook 2024: Policy Support, IPOs, and Optimism Manager Insight Kate Lin 08/12/23
How This Stock Picker Avoids Mistakes Manager Insight Kate Lin 30/11/23
FSSA’s Martin Lau Buys More of His High-Conviction Calls Manager Insight Kate Lin 20/11/23
Which Japan Stocks Could Continue to Rise? Manager Insight Kate Lin 09/11/23
Eastspring Sees Further Upside for Japan Stocks Manager Insight Kate Lin 31/10/23
Emerging Markets without China: Rayliant's Views Manager Insight Kate Lin 26/10/23
'Cash Is Still King,' Says LGIM Manager Insight Kate Lin 19/10/23
Japan Equity is a Bottom-up Story, Not About the Economy, Says JP Morgan AM Manager Insight Kate Lin 17/10/23
Manager Decides to Stay Put in Fixed Income for Now Manager Insight Kate Lin 12/10/23
How Good Company Culture Supports Valuations Manager Insight Kate Lin 11/10/23
Indian Sovereign Bond: The Post Index Inclusion Outlook Manager Insight Kate Lin 10/10/23
New Tech To Watch: The Cloud is the New iPhone Manager Insight Kate Lin 10/10/23
US High Yield Offers Compelling Income, Says JP Morgan AM Manager Insight Kate Lin 27/09/23
Investing in China, Macro Data Is Not the Focus, Says FSSA's Martin Lau Manager Insight Jessica Bebel 26/09/23
US Fed Pauses Rate Hikes: Where to Take Credit Risks Now? Manager Insight Kate Lin 25/09/23
In an Era of High Interest Rates, Where Do Investors Get Income? Manager Insight Kate Lin 12/09/23
China Isn't In Crisis Mode: Matthews Asia Manager Insight Sunniva Kolostyak 06/09/23
T Rowe Price's Weight on China Property Bonds is Neutral Vs the Benchmark Manager Insight Kate Lin 31/08/23
How to Play China Equities Right Now? Manager Insight Michael Ryval 31/07/23
How Many More Times Could Central Banks Hike Interest Rates? Manager Insight Kate Lin 17/07/23
3 Global Dividend Stocks Manager Insight Sunniva Kolostyak 06/07/23
BNY Mellon IM Says ‘Boring Companies’ Are Back Manager Insight Kate Lin 27/06/23
Capital Group’s Bond Strategy for the Rest of 2023 Manager Insight Kate Lin 01/06/23
Are Managers Buying Riskier China Property Bonds? Manager Insight Kate Lin 24/05/23
FSSA Martin Lau’s Lessons Learnt from 30 Years of Investing in China Manager Insight Kate Lin 18/04/23
Are Managers in Cash, or Deploying? The Answer is Both. Manager Insight Kate Lin 30/03/23
European Banks Aren’t Cramped by SVB Doom Manager Insight Kate Lin 16/03/23
Chinese Stocks to Watch in 2023 Manager Insight Kate Lin 13/12/22
Have We Seen the Bottom in China Stocks? Manager Insight Kate Lin 19/10/22
China Manager: 'We're Not Out of the Woods Yet' Manager Insight James Gard 26/07/22
Are Battered China Tech Stocks Out of the Woods Yet? Manager Insight Kate Lin 20/07/22
Medallist Manager’s Strategy to Brave China Volatility Manager Insight Kate Lin 14/04/22
Manager Likes the Pivot to Green Manager Insight Kate Lin 25/10/21
How Managers Navigate Policy Overhang Manager Insight Kate Lin 24/08/21
Corrections Weigh on China Funds Manager Insight Kate Lin 12/08/21
Finding Quality in ASEAN Stocks Manager Insight Kate Lin 12/08/21
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