Jupiter’s Jason Pidcock also explains why he has such a large overweight to Australia.
Category: Asset Class in Focus
Why this region is becoming a compelling story for global bond investors
Fund managers at Invesco and abrdn share why they are particularly bullish on the Indian bond market.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
Pictet tips Indian equities to outpace EM peers
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
Invesco’s Man: when it comes to duration the sweet spot is in the middle
Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.
Investors need more diversity in real estate access
A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.
Value-hunters to profit from next phase of China growth
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Franklin Templeton: investors must seek out the right risk
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
