The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.
Category: Industry trends
PIMCO eyes bonds for equity‑like returns with less risk
High-quality fixed income assets continue to offer attractive return potential plus diversification benefits as a likely recession nears, according to PIMCO.
UBS sees widespread opportunities in Asia
India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
Asset managers vie for AI winners
As the momentum behind artificial intelligence (AI) gathers pace, investors are grappling with how to identify those tech companies which are best placed to reap the rewards.
Global recession ‘postponed, not cancelled,’ says Manulife
Below-trend GDP and the uneven effects across sectors and geographies have complicated matters for investors.
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Fidelity urges selective approach to AI in China
China wants to accelerate the development of its own artificial intelligence technologies, but investors need to focus on how they can be monetised, says Fidelity International.
Europe’s economy tightens amid signs of recession
Financial conditions have “tightened further” in recent months – especially in Europe – according to the latest quarterly outlook report from Robeco.
