Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
PGIM finds sweet spots in corporate bond market
High interest rates, combined with solid credit fundamentals and moderating rate volatility, should support credit markets, says PGIM’s fixed income strategist.
Bonds aren’t adequately pricing liquidity risk: Amundi’s Duensing
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
abrdn launches Indian bond fund for HK retail investors
The managers believe local currency India fixed income can generate income and growth.
Phillip Capital launches its first ESG fund
Its ESG-focused short duration bond fund has made its debut in Singapore.
Asian assets could reprice as they decouple from the west: Allianz GI
As Asian inter-regional trade increases, lower currency volatility could cause Asian assets to reprice, according to Allianz GI’s CIO of Asia Pacific fixed income Jenny Zeng.
PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to add sovereign debt.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
Why this region is becoming a compelling story for global bond investors
Fund managers at Invesco and abrdn share why they are particularly bullish on the Indian bond market.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
Invesco’s Man: when it comes to duration the sweet spot is in the middle
Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
abrdn’s Loh: ‘By no means do we think the wheels are falling off in China’
Henry Loh, head of Asia credit at abrdn, explains why he is less bearish on China than some of his peers.
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FSA SPY
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
