Industry views Archives - Page 17 of 164

Allianz names ex-BlackRock executive as new global CIO for fixed income

Michael Krautzberger will succeeding Franck Dixmier as Global chief investment officer for the European headquartered asset manager.

Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.

Modi’s diminished majority raises questions but global asset managers remain bullish on India despite the election result.

Investors need to retain flexibility to respond as clearer signals develop, says SSGA’s Apac head of investment strategy.

A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.

Joseph Wilson, manager of the $7.4bn JP Morgan US Technology fund tells FSA why he thinks tech exposure will be considered core in the future.

Weightings to government bonds and cash reduced.

Abrdn’s Asia Pacific head of wholesale, David Hanzl, explains why the firm is doubling down on income as well as ESG and emerging markets.

Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.

Emerging market debt offers investors carry and duration as interest rates fall, says William Blair’s Marcelo Assalin.