Jonathan Mondillo, Aberdeen’s global head of fixed income, tells FSA he is sticking to the firm’s credit research platform.
Category: Asset Class in Focus
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, which includes BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
Global high yield: Man versus T. Rowe Price
FSA compares the Man High Yield Opportunities fund and the T. Rowe Price Global High Yield Bond fund for this week’s head-to-head.
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future.
Invesco and TRP back Asian bonds amid tariffs
Active security selection is essential say Asia fixed income strategists.
Ninety One: Blind tasting in fixed income
Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking. […]
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
