European bond sectors were among the top-performing sectors in April, according to FE fundinfo data.
Tag: Commodities
Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
Pictet predicts allocation shake-up
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
The FSA Spy market buzz – 10 June 2022
Eastspring’s candour; Jupiter’s un-PC fun; Vontobel’s ESG scoring; Hang Seng’s best seller list; Fallen angels all around; Jack Bogle’s wise words; Bitcoin’s volatility, and much more.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
AllianzGI urges new approaches to asset allocation
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
Q&A with Columbia Threadneedle Investments
FSA spoke with Nicolas Robin, portfolio manager, Columbia Threadneedle Investments at the Fund Selector Asia Investment Forum Thailand.
