The TT EM Macro Strategy will focus on top-down factors.
Category: Asset Class in Focus
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
Faith in equity income stocks starts to pay dividend
There are signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
DWS and Deutsche Bank launch private credit cooperation
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
