Investment chiefs warn equities face higher bar amid rising bond yields
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).
Asset managers
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Investment chiefs warn equities face higher bar amid rising bond yields
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).
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Pictet AM’s Doc Horn: Hedge funds offer uncorrelated sources of returns
Pictet’s multi-strategy hedge fund currently allocates to about 20 different internally managed market neutral strategies, Doc Horn, equity partner and head of total return at Pictet Asset Management, tells FSA.
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PIMCO CIO says US has flexibility in addressing its fiscal deficit
The US has time to get its national debt levels back on a sustainable trajectory, according to Pimco’s investment chief Dan Ivascyn.
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State Street: Investors are warming up to Japanese bonds
Investors are starting to close their underweights to the long neglected asset class, according to State Street’s Masahiko Loo.
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Schroders’ Dorian Carrell addresses the limitations of 60/40
Dorian Carrell, head of multi-asset income at Schroders, bases his balanced strategy on three pillars.
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Infrastructure equity enters the spotlight
Allocators find infrastructure equities compelling given its growth potential combined with resilient, inflation-protected earnings.
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Asset manager demand accelerates for alts
Investors want alternative assets, and traditional asset managers want to provide them. Rather than do it themselves, many firms have been opting to partner up.
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BlackRock raises EM equities back to overweight
The revised view comes just a few months after it cut EM equities to neutral on the back of growing concerns over AI concentration and leverage.
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JPMAM’s Julie Ho anchors income portfolio to structural AI and backs financials
A total return approach can participate in the market’s upside and deliver higher income that can manage downside risk, Julie Ho, portfolio manager of the JPMorgan Asia Equity High Income fund, tells FSA.
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DWS re-brands as Deutsche Asset Management
The brand change will become effective in early November 2026.
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PGIM: How fast and how high could the Bank of Japan hike rates?
The further away the policy rate is from zero, the more headroom there is for cuts, argue PGIM economists.
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GMO CEO sees growing interest in liquid alternatives
‘I don’t have enough liquid alternatives on my platform’ – is a common confession from heads of manager research at different wealth platforms in Asia, according to GMO CEO Scott Hayward.
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Artemis’s Snowden: Should bond investors avoid the hyperscalers?
Head of fixed income explains why he prefers a software provider and data centre company.
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Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
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Goehring & Rozencwajg’s Adam Rozencwaig: ‘Just wait’ for the oil crisis
the outlook for oil and the benefits of investing in natural resources.
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AB: Stock/bond mix may not be enough for income investors
Stickier inflation and changing asset correlations mean income investors need to diversify their sources of yield without sacrificing exposure to long-term growth, say Karen Watkin and Fahd Malik.