The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Tag: central bank
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
Credit Suisse underweights equity
Investors should be prudent and reduce risk given that central banks will likely turn dovish soon.
Government investment teams drive ESG uptake
Invesco study finds 75% of sovereign wealth funds and 47% of central banks adopting a formal ESG policy.
EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
Investor concern over central bank ammo is misplaced
Why is it important if central banks are running out of ammo to spark growth and fight deflation? asks Colin Moore, global chief investment officer for Columbia Threadneedle.
Manulife adjusts Korea, India holdings
“We trimmed exposure to India and Korea as we were concerned after the run-up [in markets]. We had different instances when target prices on stocks were reached,” said Csellak in an interview with Fund Selector Asia. Volatile Korea Korea with a 20.7% weighting and India (17%) were still the top country allocations of the Manulife Asian […]
Nikko AM positive on Asian government bonds
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide […]
