Investors with a long-term view can still find opportunities in specific themes, say CBRE and DWS.
Category: Asset managers
High yield managers look beyond China property
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
Investors eye new opportunities in emerging markets
Compared with developed markets, the resilience and growth path of emerging markets make multiple assets appealing.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Newton IM’s Munro: ‘Our preference would be India and Indonesia’
Euan Munro, CEO of Newton Investment Management, also explains why alternatives face headwinds currently.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
India’s asset management industry represents huge opportunity
Market observers reckon that given economic and demographic tailwinds, India’s asset management industry is poised for growth.
The convertible bond market is in ‘dislocation’ – Lazard AM
Arnaud Brillois, managing director at Lazard Asset Management, discusses why the dislocation in the convertible bond market has lasted so long.
High yield remains a ‘concern’ for Janus Henderson’s Blackbourn
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
It is only ‘halftime’ in the battle between EM and DM stocks – Vontobel
Although developed markets shone in the first half, the second half of the year may be different.
