Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
Tag: Bonds
Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
Will bond yields stay higher for longer?
The rising likelihood of ‘higher for longer’ rates could make income assets more appealing.
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
