Asian equities may now outperform
With Europe and the US entering recession in the last half of this year, Asia, despite a series of severe lockdowns, is facing a brighter future, according to MainFirst portfolio manager Frank Schwarz, in an Investment Officer BE interview, who adds that his favourite Asian investment theme is semiconductors.
Schwarz manages the newly launched MainFirst - Megatrends Asia fund. This equity fund focuses on Asian investment themes such as digitalisation, consumption, automation and decarbonisation.
The Importance of Customer Satisfaction to Corporate Success
At Carmignac, we have the strong conviction that customer-driven organizations thrive over the long-term. But to begin with, what is a customer-driven organization?
Feeders and fund of funds expensive, full of flaws
Providers have been storming into the rapid growth of private equity as an asset class, reflected in the national and international growth of feeder funds and fund of funds. However, these product groups are associated with high pricing and common misalignments, according to Koen van Mierlo and Emile van Thiel of Bluemetric, in a recent interview with Investment Officer NL.
Chart of the week: Walmart profit warning is a warning sign
Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a stagnant US economy.
Walmart pointed to a change in the spending pattern of American consumers. As a result of the continuing rise in food prices, Americans have no money left for other purchases. In order to get rid of the increasing stock, Walmart has to lower its prices considerably, which results in lower profits.
PGIM Investments: 2H 2022 Investment Themes: The Great Balancing Act
PGIM asset managers assess key trends shaping the investment landscape and where to find opportunities for different economic scenarios.
Apex sees Luxembourg as strategic hub
After Thursday’s announcement of Apex Group’s acquisition of Sanne Group plc enabled the firm to position itself as a global, top-tier independence service provider, servicing nearly 3 trillion US dollars in assets, Investment Officer Luxembourg asked Renaud Oury, Apex’s Chief Revenue and Data Officer to speak about the significance of the deal, particularly for Luxembourg.
Morgan Stanley IM: Fear and Hope: Soft vs Hard Landings
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance. The Global Fixed Income team shares its thoughts.
ODDO BHF AM: Artificial intelligence in bear markets
The equity markets, especially the US technology stocks, have just recorded heavy losses. What opportunities should we seize? How to position your portfolio?
Top 5: where did investors go after huge H1 outflows?
Concerns about rising inflation, monetary tightening, supply chain problems, Russia’s invasion of Ukraine and strict Covid measures curbing the Chinese economy dominated investor sentiment in the first half of 2022. The speed and intensity of the sell-off that hit fast-growing, highly-rated, and loss-making companies in particular was relentless.
Capital Group | Braving bear markets: 5 lessons from seasoned investors
Stock markets around the world have entered bear territory but “Declines create opportunities for investors who remain calm. If we make good decisions in times of stress, we can potentially set up the next several years for strong returns.”