An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Author Archives: Rupert Walker
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Fidelity raises funds for China fixed income product
The asset manager’s wholly foreign-owned enterprise attracts investors for its new fixed income mutual fund.
BNP Paribas AM: allocate assets for a soft landing
Investors should focus on real yields and expect a weaker dollar as interest rates fall next year, says the asset manager’s chief market strategist.
T. Rowe Price closes underweight in equities
The shift to neutral is explained by a declining inflation trend amid still stable growth, which points to the end of the Fed’s tightening cycle.
Julius Baer promotes new Asia market heads
The three new appointments follow the announcement of a change in the bank’s regional structure in October.
InCred Global Wealth hires ex-Deutsche South Asia MD
Arjun Badhwar has been named vice chairman of the wealth advisory firm and multi-family office.
PGIM Fixed Income adds new client adviser for South Korea to Apac team
The asset manager has hired a Hong Kong-based client advisor for South Korea.
Amundi makes senior ETF appointments
The appointments emphasise the European asset manager’s focus on the growth in Asian markets.
