FSA highlights five US equity funds that have top ranked returns year-to-date after two consecutive years of underperformance.
Category: Asset Class in Focus
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
JPMAM partners with iCapital in Australia
The collaboration aims to expand the sale of alternative investments to wholesale investors in Australia.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
Investors turn less defensive
Flows into safe-haven sectors reversed in November, according to State Street institutional investor indicators.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Jupiter advocates an absolute return strategy
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.