JPMAM backs a high income equity strategy
A high income-oriented global equity portfolio has historically generated extra income with less volatility, says JP Morgan’s Sam Witherow.
Schroders: bond opportunities amid panic selling
Fixed income investors should diversify allocations, says Schroders’ Swa Wu.
Lazard AM: Navigating market shifts through quantitative equity investment
A quantitative strategy tilted toward lower valuations, higher growth and quality measures produces consistent excess returns, says Antony Creighton, director, head of strategy (Asia ex-Japan) at Lazard Asset Management.
Brown Advisory: Identifying leaders in volatile global markets
A global leader creates customer goodwill, excess profits, strong cash flow and outstanding shareholder returns, says Susanne Linhardt, investment director at Brown Advisory.
TT International: Correlations between assets have changed
Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
Let Powell drive the bus
Trump’s attacks make it harder for the Fed chair to steer the economy through the storm.
Janus Henderson: The 60/40 portfolio is tried and tested
Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Muzinich: Higher quality doesn’t necessarily mean lower returns in private credit
Parallel lending is gaining traction among family offices who want private credit exposure, but with higher quality assets and lower levels of leverage, according to Sashi Nambiar, head of financial intermediaries and wealth, Asia at Muzinich & Co.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
State Street sees potential tailwinds for long-dated US treasuries
Potential regulatory reforms on the horizon could be a tailwind for US treasuries, according to State Street strategists.
HSBC AM CIO: European and Asian investors warming up to each other
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
Franklin Templeton goes on the offensive
The asset manager finds opportunities in high quality US growth companies, dividend-payers and EM Asia.
Nomura will pay $1.8bn for Macquarie’s US and European asset management units
Nomura’s acquisition will lift AUM to about $770bn.
Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime.
Fidelity: Focus on high-quality dividend payers
Investors should use the “three fundamental building blocks”, says Fidelity’s Jochen Breuer.
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
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FSA SPY
The FSA Spy market buzz – 9 May 2025
Invesco gets contrarian; Popes and the S&P 500 performance; Jim Cramer’s certainty; Negative yields; AI is everywhere; Natixis considers the next decade; Google’s search woes and much more.
