Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
Category: Industry views
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Walter Scott: If rates start to fall, market leadership could be altered
Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
Eastspring: The easy money has been made in Japan
Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
