Industry views Archives - Page 43 of 169

Invest in megatrends that shape the world – Neuberger Berman

Neuberger Berman looks outside conventional stock names to search for alpha.

Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.

Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.

In choppy and uncertain markets, absolute return funds offer potential for positive returns.

The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.

Uncertainties in growth and recession risks favour income generating assets, said JP Morgan Asset Management.

Companies in another region will come to rescue when dividend payouts in a given economy are impacted by recession, said abrdn.

With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities.

Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.

Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.