As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Category: Asset Class in Focus
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
HSBC GPB teams up with iCapital for alts
iCapital’s technology will digitalise private market investments for the wealth manager.
Ninety One: the building blocks for a turnaround in EM equities are in place
Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
M&G launches China fund
M&G China will select stocks from a universe of 300 Chinese companies.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier.
Manulife: Fed Pivot could bode well for Asian assets
Manulife’s Marc Franklin says the firm’s multi-asset team is mulling upgrading their view select Asian equity markets.