Industry views Archives - Fund Selector Asia

Early Nvidia investor says ‘AI washing’ is a growing problem

Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.

The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.

The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.

The high growth momentum will have a positive impact on corporate profits in the region.

Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.

Is the rise of passive investing a challenge or opportunity for boutique asset managers?

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

The Swiss private bank is bearish on longer duration bonds and credit.

Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.