There are signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
Category: Asset Class in Focus
DWS and Deutsche Bank launch private credit cooperation
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
TT International launches European credit strategy
The TT Credit Opportunities strategy focuses on catalyst-driven corporate credit situations across Europe.
MFS launches global flexible multi-asset fund
The MFS Meridian funds – global flexible multi-asset strategy is aimed at capital appreciation.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
BlackRock completes purchase of Preqin
The world’s biggest asset manager has acquired Preqin, a provider of private markets data.
