BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
Category: Industry views
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Lombard Odier names Asia private clients head
The Geneva-based group has tapped the CEO of Indosuez Wealth Management for the role.
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024.
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
BlackRock doubles down on US equity overweight
The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
