The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
Category: Industry views
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.
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
Lombard Odier: Don’t diversify out of US equities yet
Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
