Are reports of the AT1 sector’s ‘death’ exaggerated?
Category: Asset Class in Focus
FSSA IM backs Indian consumption and financials sectors
The manager picked sectors that are likely to gain dominance in the local market as income levels rise in India.
Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region.
The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in.
Janus Henderson: ‘We’re back to a world of fundamental investing’
Janus Henderson’s portfolio managers discuss why fundamental investing is back this year.
Capital Group eyes investment grade corporate bonds
Investors should look at increasing high-quality debt exposure as the economy heads south.
Lion Group Holding expands into carbon trading
Lion Group Holding already holds type 1, 2, 4, 5 and 9 SFC licences.
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges.
Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double.
Jupiter identifies opportunities in high yield space
Defensive credits in Europe are likely to survive the recessionary economic cycle, said Jupiter Asset Management.