Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
Category: Multi-asset
Navigating multi-asset income funds: how to achieve consistent income and capital growth
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Bryan Cheung at Morningstar discusses the role of multi-asset income funds within a portfolio.
Lombard Odier’s asset management arm launches bond strategy in Taiwan
The bond has a diversified, blended investment-grade high-yield portfolio across countries, sectors and maturity buckets.
DBS identifies six themes for the next quarter
The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.
UBS sees widespread opportunities in Asia
India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
DL Holdings to acquire 55% stake in family office
DL Holdings Group has signed a memorandum of understanding (MoU) regarding to the potential acquisition of the remaining stake in its affiliated company DL Family Office (HK).
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
Bank of Singapore plans rapid growth in AUM and bankers
The private bank is targeting an increase in AUM to $145 billion and growth in its team of RMs to 500 by end 2025.