Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Category: Asset managers
Exclusive: Allspring launches global equity income strategy in Asia push
Allspring’s Andy Sowerby explains why the firm has earned the moniker ‘start-up at scale’ despite eschewing targets.
PGIM Jennison takes a three-pronged approach
PGIM Jennison’s Tom Davis expects to generate excess returns from a consistent growth strategy.
Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
Eastspring’s top pick for the third quarter remains US equities
The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
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.
