Eastspring is also buying China stocks on cheap valuations.
Category: Industry views
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
