SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
Tag: Bonds
BNP Paribas launches green infrastructure debt fund
The fund is classified as “Article 9” under the Sustainable Finance Disclosure Regulation.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
J.P. Morgan AM: The window is closing to buy long duration
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.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
DWS expects superior returns from risk investments
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.
Amundi CIO backs quality bonds and Asia EM
High-quality bonds are back and should be a part of any portfolio in 2024, says Amundi.
Bonds aren’t adequately pricing liquidity risk: Amundi’s Duensing
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
