Asset managers Archives - Page 20 of 77

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.

Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.

Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.

In contrast, US equities valuations are ‘eye-wateringly high’.

AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.

Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.

After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.

BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.

Michael Krautzberger will succeeding Franck Dixmier as Global chief investment officer for the European headquartered asset manager.

Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.