TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
Fidelity International: China is well suited for value investing
A contrarian approach is a good strategy over time to invest in China, according to Fidelity’s Nitin Bajaj.
Fidelity International: Consistency in partnering with our clients’ needs is essential
A digital-first income marketing campaign helped investors reframe their investment thinking, according to Fidelity’s Marcella Pun.
Invesco: Clouds are forming for global economy
Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.
How an early bet on China paid off for Lazard AM’s emerging markets strategy
Lazard AM’s head of emerging markets James Donald tells FSA about the firm’s positioning in China.
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
Allianz GI’s Gupta: India momentum investors are throwing in the towel
India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
BlackRock: Prolonged policy uncertainty is biggest risk to US growth
Current data doesn’t suggest a recession in the US, but BlackRock warns that prolonged uncertainty poses a big risk.
SSGA: Opt for active, defensive equity in an era of disruption
Active, defensive equity allocations offer a potentially lucrative way to navigate explosive technological change amid the democratisation of artificial intelligence (AI), believes senior portfolio manager Chee K Ooi.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Franklin Templeton: Dividends offer new dimension to portfolios
Current market turbulence has led to a revival in interest in dividend investing, spurred by a desire for steady income and a hedge against volatility, says index specialist Dina Ting.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
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FSA SPY
The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
