Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Category: Industry views
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall.
India, Indonesia emerge as rising stars in global headwinds
Pimco picks these two resource-rich economies to be global growth leaders over the next few years.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
