In 2018, the base case scenario does not include a continuance of global synchronised growth, argues Brendan Mulhern, global strategist on the real return team at BNY Mellon Investment Management.
Category: Industry views
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Currencies become key to fixed income opportunities
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
Video: BNP Paribas Asset Management on EM bonds
The single biggest risk to EM debt is currently not priced into the market, says Karan Talwar, emerging markets fixed income investment specialist at BNP Paribas Asset Management.
Video: Eastspring Investments on Asia’s small caps
Fast growth for small caps in India and China is buoyed by high GDP growth and structural reforms, explains Krishna Kumar, portfolio manager at Eastspring Investments.
Lat Am, local debt, high yield
Latin American bonds can be an attractive source of yield in the low interest rate environment, but hedges should be in place to protect against any spike in inflation, argues Guillermo Felices, senior market strategist at BNP Paribas Asset Management.
Video: Neuberger Berman on fixed income
High yield can absorb volatility from higher interest rates, explains Adam Grotzinger, senior vice president and client portfolio manager in fixed income at Neuberger Berman.
Are smaller companies Japan’s real value?
Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
Video: Aberdeen Standard Investments on small caps
What is a better indication that small caps have conditions for growth than Fed watching? Ross McSkimming, investment director of equities at Aberdeen Standard Investments, answers that and other small cap questions.
Video: M&G Investments on EM debt
Default rates in US high yield were higher during crisis points than emerging market high yield, according to Pierre Chartres, investment director of retail fixed income for M&G Investments.
