Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Category: Asset managers
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election.
BlackRock: Asia bonds have diversification benefits
2024 is going to be a pivotal year for fixed income as the markets gain some clarity on the timing of the Feds rate pause, according to BlackRock.
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
China’s consumption will drive growth in 2024: BNP Paribas
There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.
SBI Funds Management: India is a stock-picker’s paradise
Investors concerned about high valuations in the Indian equity market need to focus more on the earnings cycle, says SBI Funds Management.
UOBAM overweights Hong Kong but stays cautious on China
The asset manager also finds opportunities in Southeast Asia.
