Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
The fund will invest in global equities, fixed income and alternatives to generate income.
Asset managers reduced their cash holdings for the second consecutive month, according to the State Street Global Markets Risk Appetite Index.
The Swiss firm believes that investors can generate robust returns without taking undue risks.
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.