J.P. Morgan AM: The window is closing to buy long duration
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.
Jupiter advocates an absolute return strategy
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
Five funds for a China bull market
FSA looks at the top performing funds of the previous two Chinese equity bull markets
HSBC AM favours Asia as a source of diversification
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes.
DWS expects superior returns from risk investments
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.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
Five underperforming fund giants that have bounced back
FSA highlights five giant global equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
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FSA SPY
The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
