Familiar headwinds will unsettle markets this year, but strong corporate earnings growth will provide opportunities, according to execs from UBS Global Wealth Management.
Category: Asset Class in Focus
Geopolitics to shake Asia bond market, says Western Asset
In 2020, the direction of US-China relations will drive volatility in the Asian bond market, according to a fund manager at the Legg Mason affiliate.
ASI beats the drum for A-shares
Structural changes in consumer behaviour as well as attractive valuations should support China’s domestic stock markets, despite another year of volatility, according to ASI’s China equity head.
EMs are not a growth play, says Blackrock
Investors misunderstand emerging market equities by focussing on structural growth rather than the real opportunities for generating alpha, according to Blackrock.
ASI bullish on EM bonds
Robust economic growth and interest rate cuts should support emerging market bonds this year, but several risks loom in the background, according to Aberdeen Standard Investments (ASI).
Are alts a substitute for bonds as an income source?
Real estate and infrastructure reduce correlation risk, but be cautious of direct lending products that attract with high yields, argues JP Morgan Asset Management.
Review: best and worst fund categories in 2019
The best category may be obvious, but the worst performing one needs some explanation.
Conditions in the high yield market
Tom Ross, corporate credit portfolio manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
Handful of Taiwan funds shine
The four actively-managed Taiwan equity funds have double-digit returns, but still do not beat the index.
Global equities: upwardly cautious
Markets inching up in 2020 seems to be a growing consensus among fund groups.
