Emerging market growth is becoming increasingly dependent on fundamentals.
Category: Asset Class in Focus
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Massive flows into Japanese funds
There were four times as many flows in January than in the previous month, according to Morningstar.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
KKR closes $6.4bn Asia Pacific Infrastructure Investors II Fund
The fund is the largest pan-regional infrastructure fund to have been raised for Asia Pacific, according to KKR.
Which funds are exposed to Chinese property?
Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Asia investors flock to bonds
Although favouring fixed income Hong Kong investors also poured cash into equity funds, according to Calastone research.
