PGIM Jennison’s Tom Davis expects to generate excess returns from a consistent growth strategy.
Category: Asset Class in Focus
Knight Frank expects rebound in cross-border property investments in Apac
Cross-border investments in Asia Pacific are projected to rise by more than 33% in the second half of 2024, according to the property consultancy.
UBS GWM’s Phee: Process, people and risk underscore our fund selections
UBS GWM’s Apac head of funds investment solutions encourages clients to lock into high quality bond yields.
Eastspring’s top pick for the third quarter remains US equities
The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
T. Rowe Price partners with Manulife Hong Kong to distribute bond fund
Manulife Hong Kong will sell T. Rowe Price’s flagship Diversified Income Bond fund to retail investors.
GAM partners with HK alts specialist Sun Hung Kai
The strategic alliance aims to enhance GAM’s distribution in Greater China.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
Lombard Odier favours cyclical stocks
The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
