Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
Category: Industry views
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
