Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
Category: Asset managers
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
Eastspring: The easy money has been made in Japan
Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
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 on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
