Asia credit should continue to hold up well, buoyed by robust economic growth in the region, said the CIO of Asia fixed income at JP Morgan Asset Management.
Category: Asset Class in Focus
How much longer will gilt and treasury yields remain in lockstep?
The UK debt burden is high, but why has the more benign inflationary outlook not filtered through to gilt prices?
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Five funds outpacing the Hong Kong stock market rally
FSA looks at which funds have outpaced the Hong Kong stock market rally of the past two weeks.
HEAD-TO-HEAD: Axa versus Barings
FSA compares the Axa Global High Yield Bonds fund and the Barings Global High Yield Bond fund.
Pictet AM adds to its Hong Kong multi-asset team
Pictet Asset Management has appointed Lorraine Kuo as senior investment manager for its multi-asset team in Hong Kong.
Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
