Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Category: Industry views
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Franklin Templeton: investors must seek out the right risk
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Agile investors to capture alpha from disruption
Changes driven by new technology, scarce resources and a fragmenting world are creating opportunities for corporates and investors alike, says Allianz Global Investors.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
This major macroeconomic factor is being overlooked – PGIM
This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Video: There’s real room for industry innovation
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ in the investment economic cycle and where there is room for innovation in the industry.
Nimble investing steers Franklin Templeton to alts
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
