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.
Category: Global
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.
ETF inflows in Asia hit $29.73bn in 1H 2023
Overall ETF inflows in Asia came in at $29.73bn despite a mixed market backdrop.
Global fund inflows down to fixed income – Morningstar
Fixed income carried the can during the first half of the year with inflows coming in at $236bn.
It is only ‘halftime’ in the battle between EM and DM stocks – Vontobel
Although developed markets shone in the first half, the second half of the year may be different.
UBP reports CHF140.6bn in AUM in 1H2023
The Swiss bank’s assets under management were largely flat compared with the end of last year.
