The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
Category: Fixed Income
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
PIMCO eyes bonds for equity‑like returns with less risk
High-quality fixed income assets continue to offer attractive return potential plus diversification benefits as a likely recession nears, according to PIMCO.
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Barings sees stronger case for fixed income
Amid ongoing market volatility and uncertainty, Barings believes there are reasons to be more bullish about fixed income than some investors think.
Singapore’s central bank expands blockchain pilot
The Monetary Authority of Singapore will soon expand its industry pilot initiative to include three new asset classes.
Barings sees attractive returns from private lending
Barings believes that private lending is demonstrating some of the best returns in years.
What is going on with high yield?
Practically every asset manager is underweight high yield at the moment because of the recession risk, but spreads continue to narrow.
Pictet WM remains underweight equities
The Geneva-headquartered wealth manager also said that investors should be selective when it comes to fixed income.
How Asia escaped the AT1 crisis in confidence
FSA canvassed the opinions of asset managers on how Asia has been spared from the fallout from the Credit Suisse debacle.
