Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Author Archives: Abraham Darwyne
Five funds with big overweight stakes in Nvidia
FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
Policy support in China is ‘critical’ for investors
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Which funds are exposed to Chinese property?
Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
China property market downturn is only half-way done: Amundi
The French asset manager expects to see home prices continue to decline in China.
