Active security selection is essential say Asia fixed income strategists.
Category: Asset Class in Focus
Ninety One: Blind tasting in fixed income
Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking. […]
Ninety One: Unlocking global credit income opportunities
Darpan Harar at Ninety One explains the benefits of an active, unconstrained fixed
income strategy.
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
Faith in equity income stocks starts to pay dividend
There are signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
DWS and Deutsche Bank launch private credit cooperation
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
