Invest in megatrends that shape the world – Neuberger Berman
Neuberger Berman looks outside conventional stock names to search for alpha.
What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.
Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
BNY Mellon IM favours US equities
The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.
JPMAM: Fixed income is more ‘predictable’ right now
Uncertainties in growth and recession risks favour income generating assets, said JP Morgan Asset Management.
abrdn captures dividend yields by regional diversification
Companies in another region will come to rescue when dividend payouts in a given economy are impacted by recession, said abrdn.
Manulife IM bets on emerging market multi-assets
Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
Heightened geopolitical tensions provide Chinese stocks entry points
AllianzGI believes investors should capitalise on the market volatility stirred up by recent Sino-US tensions.
Capital Group eyes investment grade corporate bonds
Investors should look at increasing high-quality debt exposure as the economy heads south.
AllianceBernstein: Bonds are back and so is active management
Scott DiMaggio and Chris Hogbin of AllianceBernstein talk why fixed income and bottom-up stock selection will matter this year.
Jupiter identifies opportunities in high yield space
Defensive credits in Europe are likely to survive the recessionary economic cycle, said Jupiter Asset Management.
T Rowe Price backs Chinese credit against reopening backdrop
The tailwinds from China’s economy will support Asian credit spreads in the face of slowing economic activity in global developed markets, said T Rowe Price.
Invesco bets on Korea equities recovery
Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
Macro uncertainty calls for agility and diversification
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sushil Wadhwani, chief investment officer at PGIM Wadhwani, discusses the role of macro strategies within a portfolio.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
UBP: hedge funds and bonds ‘front and centre’ in 2023
UBP picks hedge funds and fixed income to shine in 2023.
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FSA SPY
The FSA Spy market buzz – 2 June 2023
Buffered funds come out to play, Singapore and Shanghai connect, Franklin’s buying again, under and over estimating technology, US debt ceiling melodrama, Evergrande’s non-payment and much more.
