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Articles by Krishan Selva
GLP-1s: Still early in the growth story
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). While the category has already reached significant scale, we believe investors may still be underestimating the durability of growth as innovation broadens use cases, improves adherence and expands access across patient segments. Penetration remains low relative to the addressable population.
Global technology investing: AI and beyond
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). AI may dominate the technology conversation, but the investment opportunity extends well beyond it. Two of our global technology portfolio managers offer their perspectives on the opportunities, risks and trends shaping the sector in the year ahead. Patel: For us, the risk factors, particularly around interest rates, are front and centre.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). The investment case for Japan rests on corporate governance reforms, not monetary policy, currency movements or economic activity. As companies unwind corporate cross-shareholdings, we see opportunities for ample value creation for investors.
¿Cómo afecta la victoria de Trump según el área de mercado?
MACRO La victoria del presidente Trump ha sorprendido a algunos, pero los mercados ya habían descontado el riesgo de volatilidad política antes de las elecciones presidenciales estadounidenses. El dólar se ha fortalecido frente a otras divisas, como era de esperar, y prevemos que el S&P se beneficie de este resultado.
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