The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
Category: Asset managers
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Amundi favours high-quality equities and duration
Europe’s largest asset manager said that it expects equities will be range bound, while investors should also take advantage of structural steepening.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
PineBridge: Asia high yield is still cheap despite outperformance
Andy Suen, co-head of Asia fixed income at PineBridge Investments, expects Asian high-yield bond market performance to continue.
