Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Category: Industry views
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Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
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The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
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Investors’ main concerns are interest rates and the prospects of recession.
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Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
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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.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
