Gautam Samarth, deputy manager for the M&G Episode Macro strategy, explains how the market is being cavalier about tail risk events.

Gautam Samarth, deputy manager for the M&G Episode Macro strategy, explains how the market is being cavalier about tail risk events.
World’s largest asset manager says a premium for Asian bonds may be warranted given the diversification benefits.
The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
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