Strong August for the asset class has reminded investors of its strength as a diversifier.
Category: Asset Class in Focus
Manulife: Fed Pivot could bode well for Asian assets
Manulife’s Marc Franklin says the firm’s multi-asset team is mulling upgrading their view select Asian equity markets.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
BEA Union Investment launches global quality bond fund
It will invest primarily in short duration US Treasuries and investment-grade bonds.
SeaTown announces final close of private credit fund
The wholly-owned subsidiary of Temasek’s asset management group has gained over $1.3bn in capital commitments.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
