The Swiss private bank’s research institute will be led by former Goldman Sachs multi asset CIO Maria Vassalou.
Category: Multi-asset
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Schroders makes exclusive distribution deal with HSBC for new multi asset income fund
The fund will invest in global equities, fixed income and alternatives to generate income.
State Street: Long-term investor sentiment ends 2023 on a high
Asset managers reduced their cash holdings for the second consecutive month, according to the State Street Global Markets Risk Appetite Index.
Lombard Odier focuses on simpler portfolios
The Swiss firm believes that investors can generate robust returns without taking undue risks.
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
