Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
Category: Asset managers
Heightened geopolitical tensions provide Chinese stocks entry points
AllianzGI believes investors should capitalise on the market volatility stirred up by recent Sino-US tensions.
Capital Group eyes investment grade corporate bonds
Investors should look at increasing high-quality debt exposure as the economy heads south.
AllianceBernstein: Bonds are back and so is active management
Scott DiMaggio and Chris Hogbin of AllianceBernstein talk why fixed income and bottom-up stock selection will matter this year.
Jupiter identifies opportunities in high yield space
Defensive credits in Europe are likely to survive the recessionary economic cycle, said Jupiter Asset Management.
T Rowe Price backs Chinese credit against reopening backdrop
The tailwinds from China’s economy will support Asian credit spreads in the face of slowing economic activity in global developed markets, said T Rowe Price.
Invesco bets on Korea equities recovery
Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
Macro uncertainty calls for agility and diversification
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 macro strategies within a portfolio.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
UBP: hedge funds and bonds ‘front and centre’ in 2023
UBP picks hedge funds and fixed income to shine in 2023.
