The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
Tag: Bonds
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,
PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to add sovereign debt.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back.
