Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Category: Markets
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.
Pictet tips Indian equities to outpace EM peers
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
T Rowe Price appoints head of southeast Asia intermediary distribution
Nicholas Tong will report to Glen Lee, head of intermediary distribution for Asia ex-Japan.
HSBC agrees to buy Citi’s retail wealth management business in China
The acquisition will add about $3.6bn in assets and deposits to HSBC’s mainland Chinese operations.
Value-hunters to profit from next phase of China growth
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
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.
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.
