The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
Category: Asset managers
Are index funds a reliable investment strategy?
Index providers are in the business of selling indices, not investment strategies – but trillions of dollars are invested in funds tracking them.
Why Federated Hermes is overweight frontier market debt
The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
GMO: Japanese small caps now in crosshairs of TSE
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
abrdn: Not allocating to EM bonds represents a ‘lost opportunity’
Pongtharin Sapayanon, head of fixed income and asset allocation at abrdn Investments (Thailand), explains why the Short-Dated Enhanced Income strategy favours emerging market debt.
More market tremors loom ahead: Muzinich & Co founder
Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
