FSA highlights the best performing US equity funds for the first quarter of 2024.
Category: Asset Class in Focus
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
GSAM survey: insurers back private credit
Private credit’s appeal will endure despite falling interest rates, the survey finds.
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Time to diversify into alternatives
This year presents a great opportunity to diversify across public and private markets, writes Jessica Jones, head of Asia at PGIM Investments.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.