Sceptics warn better-than-expected numbers do not reflect inflationary pressures.
Category: Asset managers
Pimco positions for new income sources
The US asset manager sees the recent sell-off as a good opportunity to generate income by adding back some credit and interest rate exposure in more resilient parts of the yield curve.
Investors to strike more balance to mitigate recession
In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
China offers diverse appeal for bond investors
The search for diversification should lead global investors to boost their allocation to China bonds, according to State Street Global Advisors (SSGA).
High yield bonds show resilience to recession
High yield debt seems to be better placed to navigate a recession than in the past, according to T Rowe Price.
BNY Mellon favours exposure to electric vehicles
The industry will be further boosted by product innovation and government efforts to drive sustainability, according to the asset manager.
Investors cautiously optimistic on China stocks
Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Where are the opportunities as Asia’s ESG revolution gathers pace?
Green AUM in the region forecast to hit $500bn by 2025.
Investment grade yields compelling for investors
Credit investors have waited many years for today’s more attractive yield levels. But slowing growth and recessionary fears may lead to them missing new opportunities, says AllianceBernstein (AB).
