Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
Category: Global
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth, who heads up the firm’s emerging market and Asia equities team, will be based in London.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
