There has been a quick shift in investor preference towards safety after a strong run up in global equity markets at the beginning of the year.
Category: Asset Class in Focus
abrdn announces launch of income strategy
The new SDEI strategy is available to retail and institutional or accredited investors in Singapore and professional investors in Hong Kong.
High yield remains a ‘concern’ for Janus Henderson’s Blackbourn
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
Japanese equities catch the eye of European investors
Japanese equity fund flows in Europe registered €500m in net new money across mutual funds and exchange-traded funds in April.
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Alternative deals make a slow return in Asia – Cerulli
Liquidity conditions for asset owners improved in the last six months, Cerulli Associates notes.
Align private market investment strategies with long-term trends – Schroders
Schroders’ Nils Rode favours a selective approach when it comes to investing in private markets.
PineBridge ‘not surprised’ by China’s fading reopening
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Navigating multi-asset income funds: how to achieve consistent income and capital growth
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Bryan Cheung at Morningstar discusses the role of multi-asset income funds within a portfolio.
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
