The asset manager also finds opportunities in Southeast Asia.
Category: Asset Class in Focus
AllianceBernstein’s Monappa: Allocate more to private credit
Aditya Monappa, explains why now is a good time to allocate to private credit and where the opportunities in private equity exist.
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Principal AM launches China new energy innovation fund
The offshore fund’s strategy will focus on sectors promoting new energy technologies.
State Street: Long-term investor sentiment ends 2023 on a high
Asset managers reduced their cash holdings for the second consecutive month, according to the State Street Global Markets Risk Appetite Index.
10 funds that beat the S&P 500 by over 20% in 2023
FSA highlights the 10 US equity funds that outperformed the S&P 500 index by over 20% last year.
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
BNP Paribas AM’s Wei: China is a ‘dream market’ for alpha
Wei Li, multi-asset quant solutions portfolio manager at BNP Paribas AM, explains why we should look beyond beta when examining China.