Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
Category: Industry views
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Why this top quintile fund manager is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months following the AI boom.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Apac real estate values emerge after the ‘great reset’
The Apac property market is on the road to recovery, says Benett Theseira, head of Asia Pacific, PGIM Real Estate.
Stewart Investors: Find the picks and shovels to sustainability
Looking beyond the obvious sustainability names is one way to avoid boom and busts when investing in the theme.
James Bullard: there’s enough data for the Fed to begin cutting
The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
St. James’s Place updates asset allocations amid ‘soft landing’ base case
The wealth manager’s confidence in global high yield and global EM equities has lowered.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
