Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Author Archives: Abraham Darwyne
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Value Partners launches Japanese REIT fund
The Value Partners Japan REIT Fund will invest in Japan’s $96bn listed real estate market.
Bank of Singapore names new CEO of Hong Kong branch
Rickie Chan is succeeding former CEO Cindy Wong who is set to retire later this year.
Muzinich: Spreads aren’t the only game in town
Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
Five top performing bond funds on track for another strong year
FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
