The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.
There are solid arguments supporting a harder landing scenario than markets are pricing in.
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
FSA looks at the top performing funds of the previous two Chinese equity bull markets
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
Investors are turning their attention to alternative asset classes.
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.