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Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall.
Navigating multi-asset income funds: how to achieve consistent income and capital growth
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Bryan Cheung at Morningstar discusses the role of multi-asset income funds within a portfolio.
DBS identifies six themes for the next quarter
The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.
UBS sees widespread opportunities in Asia
India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
Asset managers vie for AI winners
As the momentum behind artificial intelligence (AI) gathers pace, investors are grappling with how to identify those tech companies which are best placed to reap the rewards.
Global recession ‘postponed, not cancelled,’ says Manulife
Below-trend GDP and the uneven effects across sectors and geographies have complicated matters for investors.
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
Barings sees stronger case for fixed income
Amid ongoing market volatility and uncertainty, Barings believes there are reasons to be more bullish about fixed income than some investors think.
As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities.
Invesco: Barbell approach is the way forward
Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.
2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
Darius McDermott: Four ways to invest in Japan in 2023
There is no doubt we tend to highlight the negatives and overlook the positives.
Fund selectors in Asia view volatility as top concern – Natixis IM
Fund selectors in Asia bucked the trend globally, where inflation and interest rates were viewed as bigger concerns.
Square Mile: Japan funds to watch
Top performers and compelling newcomers in the spotlight.
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FSA SPY
The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
