A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Category: Asset managers
Amundi CIO backs quality bonds and Asia EM
High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
BNP Paribas AM: allocate assets for a soft landing
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.
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.
