Asset Class in Focus Archives - Page 31 of 182

Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’

Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.

Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.

Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?

The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.

FSA looks at the top performing Chinese funds during the recent month-long rally.

The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.

Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.

Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.

Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.

The Swiss private bank’s research institute will be led by former Goldman Sachs multi asset CIO Maria Vassalou.