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.
Category: Multi-asset
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.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
HSBC AM favours Asia as a source of diversification
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
