Allspring Global Investments’ multi asset team are also underweight the US dollar.
Tag: Central Banks
JP Morgan: Central bank buying will drive gold to all-time highs
J.P. Morgan strategists expect gold prices to move towards $3000 per ounce in 2025.
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024.
Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
