Asset Class in Focus Archives - Page 30 of 170

Active managers are underweight Japan despite strong fundamentals: GMO

Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.

FSA looks at the five best performing equity funds in Japan during the past 12 months.

AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.

Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.

Jupiter’s Jason Pidcock also explains why he has such a large overweight to Australia.

Fund managers at Invesco and abrdn share why they are particularly bullish on the Indian bond market.

Quality will count in the last quarter of 2023 in both equity and bond markets.

A new dawn for Indian stocks should see them form a bigger part of global portfolios.

Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.

A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.