Rate cuts and higher growth are among factors supporting continued performance.
Category: Asset managers
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Schroders’ AUM reaches new high but net outflows fall by $2.96bn
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
Schroders: Apac investors double down on global equities and private equity
Investors’ main concerns are interest rates and the prospects of recession.
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
