Peter Bates, portfolio manager for the Global Select Equity Strategy at T. Rowe Price says investors should separate the economy from politics.
Category: Industry views
AB: Asset-based finance adds diversity to private credit mix
This growing market segment offers an appealing, untapped opportunity for private lenders and investors, according to alternatives investment strategist Brian Resnick.
Franklin Templeton: Japan brings resilience to diversified portfolios
In the face of global economic challenges, Japan’s core strengths make it a robust investment destination worth considering, says index specialist Dina Ting.
What does Moody’s downgrade mean for bond investors?
Moody’s downgraded US debt to Aa1 amid concerns over the scale of the country’s debt pile.
BlackRock: US assets still core to portfolios
The world’s largest asset manager is sticking to its overweight to US stocks on a tactical horizon.
TRP multi-asset team reduces equities exposure
Policy uncertainty and lower earnings expectations could send markets lower said T. Rowe Price’s Thomas Poullaouec.
AB: Why quality is key in US allocations as exceptionalism fades
Despite doubts over whether the US can continue to be an exceptional source of equity returns, investors can still find companies able to deliver consistent, profitable growth, says John H Fogarty.
Schroders: EM local debt offers appealing alternative to US assets
Attractive valuations, reduced macro vulnerabilities and a weaker US dollar are key factors that support appetite for local emerging market (EM) debt, according to Abdallah Guezour.
Morgan Stanley IM’s Dennis Lynch on AI: “There is no clear winner”
Dennis Lynch, who heads up some of Morgan Stanley IM’s top-performing growth equity strategies, shares with FSA his thoughts on artificial intelligence and investing in the face of volatility.
JPMAM backs a high income equity strategy
A high income-oriented global equity portfolio has historically generated extra income with less volatility, says JP Morgan’s Sam Witherow.
