Fund managers discuss where they are finding the most attractively-valued stocks.
Category: Asset Class in Focus
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.
Mutual Fund Top Trumps – Indian Equities
This week FSA presents a quick comparison of two Indian Equities: JP Morgan India and Matthews Asia India.
UBS sees widespread opportunities in Asia
India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
DL Holdings to acquire 55% stake in family office
DL Holdings Group has signed a memorandum of understanding (MoU) regarding to the potential acquisition of the remaining stake in its affiliated company DL Family Office (HK).
