Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
Category: Industry views
Darius McDermott: Four ways to invest in Japan in 2023
There is no doubt we tend to highlight the negatives and overlook the positives.
Fund selectors in Asia view volatility as top concern – Natixis IM
Fund selectors in Asia bucked the trend globally, where inflation and interest rates were viewed as bigger concerns.
Jupiter identifies opportunities in high yield space
Defensive credits in Europe are likely to survive the recessionary economic cycle, said Jupiter Asset Management.
T Rowe Price backs Chinese credit against reopening backdrop
The tailwinds from China’s economy will support Asian credit spreads in the face of slowing economic activity in global developed markets, said T Rowe Price.
Invesco bets on Korea equities recovery
Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
Macro uncertainty calls for agility and diversification
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sushil Wadhwani, chief investment officer at PGIM Wadhwani, discusses the role of macro strategies within a portfolio.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
UBP: hedge funds and bonds ‘front and centre’ in 2023
UBP picks hedge funds and fixed income to shine in 2023.
