The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
Category: Asset managers
Pictet AM’s Wong on the benefits of being based in Asia
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
