Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Category: Asset Class in Focus
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
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.
