Profile interviews with leading European fund selectors
Smart beta not really for the mainstream, says UBP
Smart-beta strategies are unlikely to overtake traditional fund products and become a mainstream investment tool, argues Nicolas Faller, co-CEO of asset management at Union Bancaire Privée.
JP Morgan: For dividends in Europe, seek cyclical stocks
Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Goldman Sachs: AI opening new vistas in quants analysis
Artificial intelligence (AI) and machine learning technologies have opened new ways to harvest data for insights, but human judgment is essential to the process, argues Goldman Sachs Asset Management’s Gary Chropuvka.