Asset Class in Focus Archives - Page 24 of 176

JPMAM: lock in bond yields

JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.

Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.

The multi-asset fund invests in a range of global asset classes to generate long-term income and capital growth with less volatility.

Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.

Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.

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.