Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.

Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Gautam Samarth, deputy fund manager for the M&G Episode Macro strategy, explains why he is taking a contrarian approach to the Japanese yen.
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Few active funds come close to the high returns of the index trackers.
The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
Many of the areas that have come under pressure as rates have risen may start to revive.
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
Sam Konrad, co-manager of the Jupiter Asia Pacific income strategy, also explains why he is sanguine about upping his exposure to Taiwan.
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