Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Author Archives: Abraham Darwyne
Muzinich: Higher quality doesn’t necessarily mean lower returns in private credit
Parallel lending is gaining traction among family offices who want private credit exposure, but with higher quality assets and lower levels of leverage, according to Sashi Nambiar, head of financial intermediaries and wealth, Asia at Muzinich & Co.
Temasek’s Gabriel Lim named as new Seviora Holdings CEO
The transition comes as Seviora Holdings’ current CEO Jimmy Phoon is set to retire later this year.
FSSA Investment Managers adds two analysts to Asia team
FSSA IM recruits former Barings and Matthews Asia investment analysts to bolster its India and China research.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
State Street sees potential tailwinds for long-dated US treasuries
Potential regulatory reforms on the horizon could be a tailwind for US treasuries, according to State Street strategists.
5 outperforming funds since Trump’s tariff day
FSA highlights five funds that have delivered strong returns since US tariffs were announced on 2 April.
HSBC AM CIO: European and Asian investors warming up to each other
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
Morgan Stanley: Japan’s asset management industry set to boom
As investors in Japan move away from cash, Morgan Stanley says it is creating an opportunity for the local financial industry.
Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
