BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
Author Archives: Abraham Darwyne
Natixis IM hires ex Morgan Stanley IM director in Asia wealth push
Johan Lim has been named as head of wealth for Hong Kong, Singapore and Southeast Asia for Natixis Investment Managers.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
BlackRock doubles down on US equity overweight
The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.
How Korean funds have fared after martial law declaration
FSA looks at how Korean-focused equity funds have performance since martial law was briefly declared in the nation.
TT International launches two emerging market debt strategies
The new strategies will be led by Jean-Charles Sambor and his team.
Lombard Odier: Don’t diversify out of US equities yet
Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.