SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
Category: Industry views
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Lombard Odier focuses on simpler portfolios
The Swiss firm believes that investors can generate robust returns without taking undue risks.
How this Japanese equity fund has outperformed for decades
The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
Amundi’s head of global macro: ‘A soft landing is not a safe landing’
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Blackrock expects private markets to grow
Several major factors will lead to higher-quality opportunities emerging across infrastructure, private debt, private equity and real estate in 2024, according to Blackrock.
Will frontier markets benefit from deglobalisation?
As relations between China and the US remain strained, those countries that are trying to stay clear of any friction could benefit.
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
