Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Category: Industry views
Janus Henderson’s Clode: Fund managers are making excuses for underperformance
Active managers should not be blaming the ‘Magnificent 7’ for underperforming, Clode says.
Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending.
BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
Why this fund manager prefers family or founder-led firms
Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
