Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
Category: Asset Class in Focus
Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Global dividends fell nearly 1% in the third quarter of the year, according to the latest Janus Henderson Global Dividend Index.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
Bonds aren’t adequately pricing liquidity risk: Amundi’s Duensing
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
Semi-liquid private credit strategies in Asia are feasible: Muzinich
Andrew Tan, Asia Pacific CEO at Muzinich & Co, explains what it would take to launch a standalone semiliquid private credit fund in Asia.
J.P. Morgan AM stresses long-term advantages of 60/40 portfolios
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
Biotech sector is ripe with alpha: Janus Henderson
The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.
Five top performing tech ETFs
FSA looks at the five best performing tech funds of the past 12 months available for distribution in Hong Kong and Singapore.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
abrdn launches Indian bond fund for HK retail investors
The managers believe local currency India fixed income can generate income and growth.
