Articles: Manager Insight

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Title	Collection	Author	Date
Asian High-Yield Bonds Rebound Strongly in 2024, but Caution Prevails for 2025	Manager Insight	Arvind Subramanian	05/03/25
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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