Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Category: Asset Class in Focus
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
HSBC AM launches a strategic duration and income bond fund
The strategy adopts a dynamic asset allocation to unlock opportunities across fixed income markets.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024.
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
State Street launches Quality Aristocrats ETF range
Its focus is on companies with a long-term record of free cashflow generation.
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
Schroders: Asia wealth managers gorge on private markets
Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.
