High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
Category: Asset Class in Focus
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Syfe launches DPM in Hong Kong
The Singapore-based digital wealth platform has onboarded funds from AllianceBernstein, HSBC and Franklin Templeton.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
With spreads falling despite the recession risk, do they adequately compensate investors?
Principal Malaysia launches two Shariah-compliant funds
Principal Malaysia has announced the launch of two Shariah-compliant funds.
HEAD-TO-HEAD: FSSA versus MFS Investment Management
FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.
The convertible bond market is in ‘dislocation’ – Lazard AM
Arnaud Brillois, managing director at Lazard Asset Management, discusses why the dislocation in the convertible bond market has lasted so long.
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.
