After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Category: Equities
How this Japanese equity fund has outperformed for decades
The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
Five US equity funds that have bounced back
FSA highlights five US equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
Investors turn less defensive
Flows into safe-haven sectors reversed in November, according to State Street institutional investor indicators.
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.
