Asset Class in Focus Archives - Page 36 of 176

Barings’ Horne: This is the most talked about recession that hasn’t arrived

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.

Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.

Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.

US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.