The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
Category: Asset managers
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.
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
‘Bittersweet’ status quo for fixed income – Nordea AM
The Scandinavian asset manager also singles out India and Brazil with regards to equities.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
