Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
Category: Asset Class in Focus
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.
Asian investors flock to fixed income as equity rally dampens – Calastone
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.
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.
