Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
Also intends to enhance sustainability reporting at entity and fund level.
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
The partnership will see Hamilton Lane funds available on the Chubb Wealth platform for eligible Hong Kong investors.
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The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
Small and mid-market buyouts, asset-based finance and infrastructure debt are key areas to help investors navigate an uneven recovery in private markets, according to Nils Rode, Schroders Capital’s chief investment officer.
The partnership will see Hamilton Lane funds available on the Chubb Wealth platform for eligible Hong Kong investors.
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.
The shift towards higher interest rates is creating opportunities for selective exposure to financial stocks, says Min Zeng.
This week FSA compares two European equities funds: BlackRock GF European Value fund and the JPMorgan Europe Dynamic fund.
This week FSA compares two European equities funds: BlackRock GF European Value fund and the JPMorgan Europe Dynamic fund.
Advisers in Asia are committing to alternatives at a time of markedly lower confidence, the survey found.
The shift towards higher interest rates is creating opportunities for selective exposure to financial stocks, says Min Zeng.
The shift towards higher interest rates is creating opportunities for selective exposure to financial stocks, says Min Zeng.
Seviora Capital is integrating with Azalea and SeaTown to create a new combined asset manager.
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.
BlackRock has downgraded its view on US equities from overweight to neutral and upgraded its view on US Treasuries after yields on the 10-year surged to 5.3%.
Higher yields on offer from US Treasuries improve potential returns, according to strategists at the BlackRock Investment Institute, as it gives investors a chance to “lock in income”.
“Higher yields and potentially excessive Fed tightening expectations create room to unwind our U.S. Treasury underweight – a mainstay for most of the last six years,” the strategists said.
They favor short-term bonds and upgraded them to overweight as it sees “scope for excessive Fed tightening expectations to unwind”.
When it comes to longer end of the curve, yields have reset to BlackRock’s long-held higher rates view, and so the strategists have upgraded their view from underweight to neutral as “we want to lock in some attractive income”.
BlackRock also trimmed its long-held underweight in JGBs, citing an upward move in the 10-year from 0.4%-0.5% to above 3%.
BlackRock said it partially funded its upgraded view on US Treasuries by downgrading its long-held US equity overweight to neutral.
The strategists described it as a short-term risk management move, and that its fundamental convictions on artificial intelligence (AI) transformation remain intact.
However, they said they are monitoring the growing focus on AI policy and the AI buildout across the US.
“Higher rates are increasingly differentiating companies by their ability to generate earnings and returns above the cost of capital,” the strategists said.
“We still favor AI-related companies and listed infrastructure, where growing demand and scarcity in critical infrastructure support attractive returns. Existing infrastructure could grow even more valuable amid this scarcity.”
“Despite narrative swings, we believe fundamentals will ultimately prevail,” they said. “We remain constructive on AI and stand ready to add risk again as visibility improves and attractive entry points emerge.”
Despite downgrading US equities, BlackRock has maintained its overweight on emerging market equities.
The Swiss firm has gained Hong Kong SFC approval to launch six fixed income and equity strategies.
Liquidity and concentration concerns.
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).