Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
Category: Asset managers
Asian fixed income and equities show promise – HSBC AM
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Liquid alts help offset uncertainty and diversification challenges
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sushil Wadhwani, chief investment officer at PGIM Wadhwani, discusses the role of liquid alts.
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
M&G Investments: ‘We’re about in as uncertain environment as you can get’
Michael Dyer, investment director at M&G, talks the firm’s multi-asset strategies and why a behavioural approach gives them an edge.
HSBC AM bets on Asian catch-up game
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
Impax Asset Manager names new HK-based portfolio manager
Manish Bishnoi will be joining as a co-portfolio manager of the firm’s environmental and opportunities strategies in Asia.
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
