Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Category: Markets
Will there be a ‘Japanification’ of China?
Analysts at UBS Wealth Management and Eastspring Investments do not believe China is heading towards a lost decade like Japan in the 1990s.
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.
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Columbia Threadneedle appoints duo in Singapore
Both Lucy Martin and Gregory Da Silva have been with Columbia Threadneedle since 2018.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
Schroders Capital bolsters private equity capabilities in Singapore
Ankita Baheti joins as part of the UK asset manager’s plans to broaden its resources in secondaries and India private equity.
RBC WM strengthens in Hong Kong and Singapore
RBC Wealth Management has hired Kenny Ng as team head in Hong Kong alongside three relationship managers in Singapore.
BNPP sees year-end rally in Chinese equities
The bank favours the Hang Seng Technology index over the broader main indices.
