Investors should focus on real yields and expect a weaker dollar as interest rates fall next year, says the asset manager’s chief market strategist.
Category: News
T. Rowe Price closes underweight in equities
The shift to neutral is explained by a declining inflation trend amid still stable growth, which points to the end of the Fed’s tightening cycle.
Julius Baer promotes new Asia market heads
The three new appointments follow the announcement of a change in the bank’s regional structure in October.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
InCred Global Wealth hires ex-Deutsche South Asia MD
Arjun Badhwar has been named vice chairman of the wealth advisory firm and multi-family office.
PGIM Fixed Income adds new client adviser for South Korea to Apac team
The asset manager has hired a Hong Kong-based client advisor for South Korea.
Robeco targets fashion industry with equities strategy
Robeco has launched an equities strategy that will invest in companies across the fashion value chain.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
The FSA Spy market buzz – 17 November 2023
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
