42% of fund selectors rank China as their top concern compared with 21% globally, according to Natixis Investment Managers’ survey.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm.