T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Category: Asset managers
How and where to invest over the next five years
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Luca Paolini at Pictet Asset Management gives a broad overview of the investment opportunities over the next five years.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Franklin Templeton: investors must seek out the right risk
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Agile investors to capture alpha from disruption
Changes driven by new technology, scarce resources and a fragmenting world are creating opportunities for corporates and investors alike, says Allianz Global Investors.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
