The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
Category: Industry views
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.
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
Cohen & Steers: Listed infrastructure poised for rebound
Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
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.”
