Investors should focus on real yields and expect a weaker dollar as interest rates fall next year, says the asset manager’s chief market strategist.
Category: Asset managers
T. Rowe Price closes underweight in equities
The shift to neutral is explained by a declining inflation trend amid still stable growth, which points to the end of the Fed’s tightening cycle.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
Semi-liquid private credit strategies in Asia are feasible: Muzinich
Andrew Tan, Asia Pacific CEO at Muzinich & Co, explains what it would take to launch a standalone semiliquid private credit fund in Asia.
J.P. Morgan AM stresses long-term advantages of 60/40 portfolios
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
Franklin Templeton mulls options on China JV
Tariq Ahmad, head of Asia Pacific at Franklin Templeton, said buying out its China partner was one of the options on the table.
‘Don’t let Chinese bearishness cloud your view on the rest of Asia’ – TT International
Mike Jennings, senior investment director at TT International, explains where the opportunities exist in Asia amid China’s difficulties.
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
