Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
Category: Equities
Candriam launches sustainable EM ex-China fund
The fund offers exposure to sustainability themes in emerging markets ex-China.
Dividends in Q1 in Apac flat – Janus Henderson
First-quarter dividends in Asia Pacific ex-Japan rose 2% on an underlying basis, according to the latest Global Dividend Index from Janus Henderson.
UBS survey: Apac family offices raise fixed income allocations
Family offices in the region and globally also intend to raise their allocation to Apac assets over the next five years.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Five funds outpacing the Hong Kong stock market rally
FSA looks at which funds have outpaced the Hong Kong stock market rally of the past two weeks.
Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
