Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
Category: Asset Class in Focus
St. James’s Place launches new range of multi-asset portfolios
It is designed to offer a cost-effective approach for investors in Hong Kong and Singapore.
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
Paragon CM and RealVantage partner to launch private equity fund
The global real estate alternative and tactical (GREAT) fund has a target size of $50m.
Coller Capital: One third of investors plan to increase alts allocation
Almost two-thirds of survey respondents believe private equity managers will merge or be acquired in next two years.
ChinaAMC (HK) lists US treasury bond ETF
The fund is designed to offer superior returns in expected rate-cutting cycles by investing in long-dated US Treasuries.