Strategists and economists react to the nomination of Kevin Warsh for Chairman of the US Federal Reserve.
Category: Asset managers
SJP ups UK equities positions and makes EMD move
The wealth manager is seeking to adapt to a ‘late-cycle market environment’.
BlackRock’s Wu: Apac clients still have cash on sidelines
Apac clients are finally looking to deploy cash sitting on the sidelines, says Elaine Wu, head of APAC investment & portfolio solutions at BlackRock.
Asian equity managers prefer AI-adjacent stocks: Morningstar
Top rated Asian equity managers are looking for second-order beneficiaries of AI rather than direct enablers, according to Morningstar.
Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
This China fund manager looks for ‘cheap Ferraris and Fords’
Being open minded about quality, but strict on valuation, is key to the approach of the Federated Hermes China Equity fund, explains portfolio manager Sandy Pei.
Investors see limited impact on oil from Venezuela regime change
Strategists say the infrastructure upgrades needed will take years to unlock oil supply from the country with the world’s largest proven oil reserves.
McDermott: Who are the real winners of the AI surge?
There are plenty of ways to play the dominant global trends that don’t rely on a US mega caps.
Resilience and diversification drive demand for under-the-radar CLOs
PGIM’s Edwin Wilches makes the case for collateralised loan obligations.
Utilico’s Broers: Four global megatrends impacting emerging markets
Utilico’s Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed infrastructure.
