Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Category: Asset Class in Focus
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.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
BEA Union Investment launches global quality bond fund
It will invest primarily in short duration US Treasuries and investment-grade bonds.
SeaTown announces final close of private credit fund
The wholly-owned subsidiary of Temasek’s asset management group has gained over $1.3bn in capital commitments.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
