Janus Henderson’s portfolio managers discuss why fundamental investing is back this year.
Category: Multi-asset
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.
Schroders supports 60/40 portfolio approach
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
HSBC AM promotes Asia multi asset-head
Onat will succeed Denis Gould, who is retiring in late August this year.
TRP bets on tactical tilts to fight inflation
Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
