The asset manager expects non-US equities to outperform during the rest of the year.
Category: Industry views
Rising technology demand in HK and Singapore wealth hubs
Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.
AllianzGI’s Tobias Pross hopes to double private markets AUM
AllianzGI currently manages over $610bn in assets under management, of which around $110bn are invested in private markets.
Standard Chartered CIO: Investors are massively underweight US assets
Standard Chartered Bank global chief investment officer Steve Brice said there could be a ‘melt up’ in US denominated assets in the short run.
Allspring flags 3 major risks to markets
An inflation spike, a global recession and trade nationalism are three risks to watch, according to Allspring.
BlackRock looks through the near-term noise
The asset manager is identifying opportunities as policy makers add volatility to markets.
GMO: Quant-driven bond investing is a “ripe” opportunity
The asset manager argues that a quant-driven approach can find alpha that is overlooked by traditional fundamental credit research.
As defence ETFs launch, where do niche funds fit into portfolios?
Investors discuss asset allocation after a spate of defence ETF launches.
William Blair says EM investment case is now more complex
Investors should seek bottom-up alpha in emerging markets, says William Blair’s Vivian Lin Thurston.
Eastspring backs Asia local bonds
Asia local currency bonds offer yield, stability, and diversification, says Eastspring’s Rong Ren Goh.
