Commentators believe ‘systemic risks to the market are low’.
Category: Industry views
Schroders: Apac investors double down on global equities and private equity
Investors’ main concerns are interest rates and the prospects of recession.
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
