Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
Category: Industry views
William Blair: buy EMD to avoid reinvestment risk
Emerging market debt offers investors carry and duration as interest rates fall, says William Blair’s Marcelo Assalin.
Impax AM CEO prefers if ESG ‘sort of faded away’
Impax Asset Management founder and CEO Ian Simm tells FSA his firm is focused on the opportunities provided by the sustainable transition, rather than ESG issues.
Franklin Templeton wants to be big in Japan
Franklin Templeton’s Asia Pacific CEO, Tariq Ahmad, explains why the firm’s two areas of focus are Japan and private banking.
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
Schroders Capital: private equity focuses on ‘leaders of the future’
Schroders Capital’s private equity business finds the best value in small-and mid-cap businesses.
JPMAM deploys barbell Asia bond strategy
Asia credit should continue to hold up well, buoyed by robust economic growth in the region, said the CIO of Asia fixed income at JP Morgan Asset Management.
UBP reduces its negative stance on Chinese equities
As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
AllianceBernstein’s Cheng: We’ve seen the bottom in Chinese tech
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
