Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
Category: Asset managers
AllianzGI to vote against boards without a credible net-zero strategy
Allianz Global Investors has implemented new rules for its proxy voting in 2025.
Wellington Management: A culture of innovation
A dynamic exchange of ideas has spawned new initiatives ranging from tokenisation and AI through to new fund launches and sustainability activities.
Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
BlackRock upgrades European stocks to neutral
BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
PGIM plots intermediary push in Asia
PGIM’s Matt Shafer explains how the firm is gaining market share having begun its push into intermediaries in Asia in 2021.
Fidelity International: This China rally is different
China holds the keys to fight its deflationary forces, rebalance its economy and create more sustainable growth domestically, according to Fidelity International’s George Efstathopoulos.
Eastspring: ‘India’s valuation premium can be justified’
Eastspring conceded that recent earnings trends were concerning, but are positive about the world’s most populous country.
JP Morgan: Central bank buying will drive gold to all-time highs
J.P. Morgan strategists expect gold prices to move towards $3000 per ounce in 2025.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
