Flows into safe-haven sectors reversed in November, according to State Street institutional investor indicators.
Category: Equities
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Five funds for a China bull market
FSA looks at the top performing funds of the previous two Chinese equity bull markets
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
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.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
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.
Five underperforming fund giants that have bounced back
FSA highlights five giant global equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
