Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Category: Asset managers
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
Fidelity: Asia’s corporate prospects shine
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
Policy support in China is ‘critical’ for investors
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
China property market downturn is only half-way done: Amundi
The French asset manager expects to see home prices continue to decline in China.
