Invest in megatrends that shape the world – Neuberger Berman
Neuberger Berman looks outside conventional stock names to search for alpha.
What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
BNY Mellon IM favours US equities
The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.
JPMAM: Fixed income is more ‘predictable’ right now
Uncertainties in growth and recession risks favour income generating assets, said JP Morgan Asset Management.
abrdn captures dividend yields by regional diversification
Companies in another region will come to rescue when dividend payouts in a given economy are impacted by recession, said abrdn.
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.
Manulife IM bets on emerging market multi-assets
Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
Heightened geopolitical tensions provide Chinese stocks entry points
AllianzGI believes investors should capitalise on the market volatility stirred up by recent Sino-US tensions.
Capital Group eyes investment grade corporate bonds
Investors should look at increasing high-quality debt exposure as the economy heads south.
AllianceBernstein: Bonds are back and so is active management
Scott DiMaggio and Chris Hogbin of AllianceBernstein talk why fixed income and bottom-up stock selection will matter this year.
The FSA Spy market buzz – 2 June 2023
Buffered funds come out to play, Singapore and Shanghai connect, Franklin’s buying again, under and over estimating technology, US debt ceiling melodrama, Evergrande’s non-payment and much more.