In contrast, US equities valuations are ‘eye-wateringly high’.
Category: Industry views
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Abrdn’s Loh favours double B and triple B segment
Abrdn’s head of Asian credit, Henry Loh, explains why he eschews a strict separation between investment grade and high yield.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
Allianz names ex-BlackRock executive as new global CIO for fixed income
Michael Krautzberger will succeeding Franck Dixmier as Global chief investment officer for the European headquartered asset manager.
Exclusive: Baillie Gifford gets go-ahead for Singapore office
Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.
India election outcome doesn’t disrupt its growth story
Modi’s diminished majority raises questions but global asset managers remain bullish on India despite the election result.
SSGA: ‘Moderation is still warranted’
Investors need to retain flexibility to respond as clearer signals develop, says SSGA’s Apac head of investment strategy.
