Will bond yields stay higher for longer?
The rising likelihood of ‘higher for longer’ rates could make income assets more appealing.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
Jupiter buys investment boutique
Meanwhile, Nick Payne, Jupiter’s lead investment manager for global emerging market equities, will be leaving the business at the end of this year.
HSBC partners with IFC to promote EM bond issuers
The arrangement extends a collaboration between HSBC and IFC that started in 2019.
Fed rate cut: ‘An appropriate move given how far they are from their likely destination’
The markets largely shrugged off the decision by the US Federal Reserve to cut its benchmark interest rate yesterday by 50bp.
Julius Baer hires head of Asia Switzerland
Reto Buerer has over two decades of experience in wealth management in Asia Pacific.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Will active ETFs prove to be as successful as passives?
Will traditional asset managers be receptive to adopting the format?
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.
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?
M&G fixed income head Jim Leaviss announces departure
Jim Leaviss is stepping down after a 27-year career with M&G Investments to pursue a masters in the history of art.
Schroders Capital launches AI analyst for private equity
Schroders Capital has today unveiled its Generative AI Investment Analyst (GAiiA) platform.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.