Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Category: Asset Class in Focus
Mutual Fund Top Trumps: Japan Equities – 25 January 2024
This week FSA presents a quick comparison of two Japan equity funds: Eastspring Inv Japan Dynamic and Fidelity Japan Value.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Value Partners inks partnership with VSFG for virtual assets in Hong Kong
The Hong Kong-based companies plan to launch a spot bitcoin ETF in Hong Kong later this year.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Julius Baer keeps faith in tech theme
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
BlackRock: Asia bonds have diversification benefits
2024 is going to be a pivotal year for fixed income as the markets gain some clarity on the timing of the Feds rate pause, according to BlackRock.
