Asset managers Archives - Page 14 of 66

JPMAM: EMs are too big to ignore

In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.

Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.

Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.

The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.

The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.

Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.

Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.

The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.

Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.

James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.