Investors concerned about high valuations in the Indian equity market need to focus more on the earnings cycle, says SBI Funds Management.
Category: Asset managers
UOBAM overweights Hong Kong but stays cautious on China
The asset manager also finds opportunities in Southeast Asia.
AllianceBernstein’s Monappa: Allocate more to private credit
Aditya Monappa, explains why now is a good time to allocate to private credit and where the opportunities in private equity exist.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
How this Japanese equity fund has outperformed for decades
The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
Amundi’s head of global macro: ‘A soft landing is not a safe landing’
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Blackrock expects private markets to grow
Several major factors will lead to higher-quality opportunities emerging across infrastructure, private debt, private equity and real estate in 2024, according to Blackrock.
Will frontier markets benefit from deglobalisation?
As relations between China and the US remain strained, those countries that are trying to stay clear of any friction could benefit.
