Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
Category: Industry views
PineBridge: Asia high yield is still cheap despite outperformance
Andy Suen, co-head of Asia fixed income at PineBridge Investments, expects Asian high-yield bond market performance to continue.
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.
UBS AM: Asia high yield set to continue recovery
The Asian credit universe is more diversified and balanced in terms of sector and country exposures, says UBS AM.
M&G’s Samarth: ‘Disaster myopia is something that is at play right now’
Gautam Samarth, deputy manager for the M&G Episode Macro strategy, explains how the market is being cavalier about tail risk events.
BlackRock: We’ve entered the golden age of fixed income
World’s largest asset manager says a premium for Asian bonds may be warranted given the diversification benefits.
PineBridge backs risk assets
The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
HSBC GPB’s Lina Lim: diversification is vital
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Pictet AM’s Wong on the benefits of being based in Asia
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
