Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Category: Industry views
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Nuveen backs high yield bonds
The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
UBS GWM finds strength in Asia
The wealth manager’s CIO favours AI beneficiaries and backs China and India.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
