There are solid arguments supporting a harder landing scenario than markets are pricing in.
Category: Multi-asset
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.
Amundi introduces income strategies to Asian investors
Amundi has introduced three income strategies in Singapore and three strategies in Hong Kong.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
Principal Malaysia launches two Shariah-compliant funds
Principal Malaysia has announced the launch of two Shariah-compliant funds.
