Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Category: Asset Class in Focus
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Tikehau Capital inks partnership with Flow Capital
Tikehau Capital also announced the opening of a new office in Hong Kong, its fourth in the region after Singapore, Seoul and Tokyo.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Manulife IM launches private credit strategy in Singapore
It is a diversified private credit fund-of-fund product that seeks income and some capital appreciation.
Schroders Capital partners with iCapital for semi-liquids
The deal aims to widen access to the firm’s semi-liquid global private equity strategy.
Malaysia’s RHBAM partners JPMAM to launch feeder fund into active ETF
The wholesale feeder fund invests a J.P. Morgan global equity actively managed ETF.
