Unconstrained bond funds can best cope with an increasingly complex interest rate environment, according to Pictet Asset Management.
Category: Asset Class in Focus
Asia bonds in a ‘rare sweet spot’: Western Asset
Key risks for the asset class have subsided in synch, creating favourable conditions, according to the Legg Mason affiliate firm.
Merian bullish on EM equities
Bearish sentiment and cheap valuations provide a strong buy-signal to investors prepared to “walk the tightrope”, according to Merian’s global emerging markets chief.
Onshore defaults on track to exceed 2018
The ongoing trade dispute and slowing GDP growth underpin the increasing number of domestic corporate defaults.
UBS WM remains positive on China equities
Corporate earnings growth and government policies support Chinese equity allocations, the UBS CIO advises its wealthy clients.
DBS cautions on ETF-driven risk
The bank’s head of fund selection warned that certain triggers could result in strong ‘indiscriminate’ ETF outflows that will impact markets.
ASI and First State profit from A-share surge
Inefficiencies in China’s onshore equity markets give quality-focussed foreign investors an edge, according to leading fund managers.
Should investors start allocating to equities?
Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
T Rowe Price bullish on Asia credit
Despite China’s slowing GDP growth, Asia bonds are worth a look in the search for yield, according to T Rowe Price.
Legg Mason favours barbell bond strategy
Risk assets, including emerging market currencies, should be balanced by US Treasury holdings, argues the Baltimore-based fund manager.
