Schroders global fixed income managers say higher dispersion will require careful credit selection
Category: Asset managers
Cohen & Steers: Listed infrastructure poised for rebound
Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Walter Scott: If rates start to fall, market leadership could be altered
Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
Eastspring: The easy money has been made in Japan
Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
