The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
Category: Asset Class in Focus
HEAD-TO-HEAD: Eastspring Investments versus JP Morgan
FSA compares the Eastspring Investments Unit Trusts Singapore Asean Equity fund and the JP Morgan Asean Equity fund.
Allfunds launches private asset investments platform
The B2B wealthtech company launched a dedicated team to help distributors access alternative investments earlier this year.
Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Lombard Odier’s asset management arm launches bond strategy in Taiwan
The bond has a diversified, blended investment-grade high-yield portfolio across countries, sectors and maturity buckets.
Liquid alts help offset uncertainty and diversification challenges
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sushil Wadhwani, chief investment officer at PGIM Wadhwani, discusses the role of liquid alts.
CIO Philipp Baertschi: Why we are overweight alternatives and gold
Philipp Baertschi discusses where he is seeking opportunities across asset classes.
DBS identifies six themes for the next quarter
The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.
PIMCO eyes bonds for equity‑like returns with less risk
High-quality fixed income assets continue to offer attractive return potential plus diversification benefits as a likely recession nears, according to PIMCO.
