Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.
Category: Multi-asset
HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook.
Manulife IM bets on emerging market multi-assets
Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
Janus Henderson: ‘We’re back to a world of fundamental investing’
Janus Henderson’s portfolio managers discuss why fundamental investing is back this year.
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges.
UBP: hedge funds and bonds ‘front and centre’ in 2023
UBP picks hedge funds and fixed income to shine in 2023.
HSBC AM launches real assets focused fund
The HSBC Global Diversified Real Return Fund is available to Hong Kong investors starting today.
Pictet predicts allocation shake-up
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
