Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
Category: Asset managers
Ninety One: Unlocking global credit income opportunities
Darpan Harar at Ninety One explains the benefits of an active, unconstrained fixed
income strategy.
Baillie Gifford: It’s irresponsible for public investors to not have insight into private markets
The Scotland-based investment manager is looking to expand its growth equity business.
Asia bears the brunt of US tariffs
Tariffs elevate risks of inflation and recession as investors rush to safe havens, market strategists warn.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Fidelity International: Building sustainable and scalable businesses with diverse Southeast Asian clients
Differentiated global and building block solutions help investors fill gaps in their strategies., according to Fidelity’s Wildon Goh.
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
Fidelity International: China is well suited for value investing
A contrarian approach is a good strategy over time to invest in China, according to Fidelity’s Nitin Bajaj.
Fidelity International: Consistency in partnering with our clients’ needs is essential
A digital-first income marketing campaign helped investors reframe their investment thinking, according to Fidelity’s Marcella Pun.
Invesco: Clouds are forming for global economy
Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.
