This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
Category: Industry views
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.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Will bumpy inflation figures defer the interest rate cuts markets hope for?
While the path towards the 2% target is more turbulent than expected, expectations around rate cuts are now more reasonable.
HSBC Global Private Banking moves overweight global equities
The global private bank has adopted a clear risk-on strategy, being overweight both equities and fixed income now.
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
