Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
Author Archives: Rupert Walker
HEAD-TO-HEAD: Neuberger Berman vs PIMCO
This week FSA compares the Neuberger Berman High yield Bond fund and the PIMCO GIS High Yield Bond fund.
HSBC AM favours Asia as a source of diversification
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
HSBC GPB hires former UBS banker for South Asia role
Gautam Anand is appointed global coordinator for global India, MENA and Europe
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
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.
