Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Category: Asset managers
India, Indonesia emerge as rising stars in global headwinds
Pimco picks these two resource-rich economies to be global growth leaders over the next few years.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
