Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
Category: Asset Class in Focus
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
Nuveen backs high yield bonds
The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
Pictet launches research institute
The Swiss private bank’s research institute will be led by former Goldman Sachs multi asset CIO Maria Vassalou.
The best performing Japanese funds year-to-date
As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.