Flows into safe-haven sectors reversed in November, according to State Street institutional investor indicators.
Author Archives: Rupert Walker
Apac remains a growth region for asset managers: KPMG
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
Jupiter advocates an absolute return strategy
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.
DWS appoints regional CIOs
A senior portfolio manager has been promoted to regional chief investment officer for Apac.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
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.
