Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Author Archives: Abraham Darwyne
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.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
JPMAM and Craigs Investment Partnership team up in New Zealand
The New Zealand private wealth investment firm has formed a strategic partnership with J.P. Morgan Asset Management to bring new products and services to local investors.
Man GLG: Japan’s “most radical corporate reform in a generation”
The TSE is pushing for genuine change, says Man GLG portfolio manager Emily Badger.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
