The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Category: Industry views
Amundi favours high-quality equities and duration
Europe’s largest asset manager said that it expects equities will be range bound, while investors should also take advantage of structural steepening.
Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
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.
