Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Category: Industry views
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
What will the French election result mean for financial markets?
With the recent French elections effectively resulting in a stalemate, what impact will this have on financial markets?
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
Lombard Odier favours cyclical stocks
The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
