Brought to you in association with
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
What will the French election result mean for financial markets?
With the recent French elections effectively resulting in a stalemate, what impact will this have on financial markets?
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
BlackRock: We’ve entered the golden age of fixed income
World’s largest asset manager says a premium for Asian bonds may be warranted given the diversification benefits.
Pictet AM’s Wong on the benefits of being based in Asia
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
India election outcome doesn’t disrupt its growth story
Modi’s diminished majority raises questions but global asset managers remain bullish on India despite the election result.