Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
Category: Multi-asset
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.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
J.P. Morgan AM stresses long-term advantages of 60/40 portfolios
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
UOBAM launches Singapore multi-asset income fund
The investment process incorporates AI techniques to supplement manager expertise.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
