Change at BNP Paribas Asset Management, BNY Mellon Investment Management’s homespun wisdom, Bitcoin ETF launch tension, T Rowe Price on active vs passive, Bad bonds, US debt and much more.

Change at BNP Paribas Asset Management, BNY Mellon Investment Management’s homespun wisdom, Bitcoin ETF launch tension, T Rowe Price on active vs passive, Bad bonds, US debt and much more.
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
The fund is classified as “Article 9” under the Sustainable Finance Disclosure Regulation.
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.
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
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.
Part of the Mark Allen Group.