Asset Class in Focus Archives - Page 21 of 172

JPMAM: EMs are too big to ignore

In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.

Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.

Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.

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?

The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.

FSA looks at the top performing Chinese funds during the recent month-long rally.

The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.

Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.

Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.

Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.