The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Category: Industry views
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Amundi CIO backs quality bonds and Asia EM
High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
BNP Paribas AM: allocate assets for a soft landing
Investors should focus on real yields and expect a weaker dollar as interest rates fall next year, says the asset manager’s chief market strategist.
T. Rowe Price closes underweight in equities
The shift to neutral is explained by a declining inflation trend amid still stable growth, which points to the end of the Fed’s tightening cycle.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
