Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Category: Global
Nuveen: Allocating more to cash is a mistake
Nuveen’s chief investment officer urges investors to embrace late-cycle opportunities as the economic clock winds down.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
Europe’s resilience creates allure for stock buyers
State Street Global Advisors says investors should look closer at the region as it continues to surprise favourably despite recent economic and geopolitical challenges.
Investors eye new opportunities in emerging markets
Compared with developed markets, the resilience and growth path of emerging markets make multiple assets appealing.
Mutual Fund Top Trumps: Financials – 10 August 2023
This week FSA presents a quick comparison of two financial products: BlackRock and Fidelity.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
