Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
Invesco: Investors need to be selective in India
There are reasons to be bullish despite the recent correction in Indian equities.
JP Morgan AM: Japan is still under researched
“We have never felt so excited about the outlook for Japan as we do at the moment” said JPMorgan Japan fund manager Nicholas Weindling.
Schroders backs Asian LC bonds
Rate cuts and higher growth are among factors supporting continued performance.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Schroders’ AUM reaches new high but net outflows fall by $2.96bn
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
Schroders: Apac investors double down on global equities and private equity
Investors’ main concerns are interest rates and the prospects of recession.
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
Eastspring backs EM equities
Eastspring is also buying China stocks on cheap valuations.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
