The desynchronisation of the global economy means that different industries are on different economic paths currently.
Category: Equities
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
Three value equity themes to watch
Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
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.
HEAD-TO-HEAD: FSSA versus MFS Investment Management
FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.
The convertible bond market is in ‘dislocation’ – Lazard AM
Arnaud Brillois, managing director at Lazard Asset Management, discusses why the dislocation in the convertible bond market has lasted so long.
Asian investors flock to fixed income as equity rally dampens – Calastone
There has been a quick shift in investor preference towards safety after a strong run up in global equity markets at the beginning of the year.
Japanese equities catch the eye of European investors
Japanese equity fund flows in Europe registered €500m in net new money across mutual funds and exchange-traded funds in April.
